Commercial Insurance Account Manager

6 days ago

Oklahoma City Oklahoma, United States Gallagher Full time

About the Role:

We are seeking a highly skilled and experienced Senior Commercial Account Manager to join our team at Gallagher. As a key member of our global brokerage team, you will be responsible for the day-to-day management of our relationships with assigned clients.

Key Responsibilities:

  • Proactively coordinate renewal cycles to ensure all necessary steps are completed in a timely fashion.
  • Answer client questions on applications and requested renewal information.
  • Communicate and maintain good working relationships with markets.
  • Assist in preparing renewal strategy documents and proposals.
  • Prepare and/or check market submissions.
  • Analyze quotes from carriers and negotiate terms and conditions.
  • Responsible for binding of renewal coverage and the accuracy of programs that are bound.
  • Process certificates, endorsements, invoices, policies, endorsements, and audits.
  • Responsible for certificates, endorsements, audits, invoicing, and policy checking.
  • Provide a high level of day-to-day technical support to the team.
  • Ensure that all documentation is received on a timely basis and is accurate.
  • Manage policy and endorsement follow up system, including maintaining reminder system.
  • Prepare proposals and presentations to existing clients and prospective new clients.
  • Navigate carriers' web sites to obtain endorsements, loss runs, renewal policies, and invoices.
  • Communicate with markets for renewal policies, endorsement requests, and invoices.
  • Assist other team members to balance workloads when needed.
  • Provide backup for other team members during their absence.
  • Undertake various duties as assigned.

Requirements:

  • Current Property and Casualty License.
  • Bachelor's degree with 3+ years client service and/or claims management experience, or High School degree/GED with 5+ years client service and/or claims management experience.
  • Commercial (property/casualty) insurance knowledge and experience managing client relationships.
  • Solid financial acumen.
  • Behaviors:
    • Proficient in using technology as a tool to maximize productivity and quality.
    • Strong written and verbal communication skills.
    • Comfortably engage others in consultative discussion.
    • Effectively manages/balances multiple and sometimes competing priorities.
    • Works in a self-directed manner.

What We Offer:

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits, including medical/dental/vision plans, life and accident insurance, 401(K) and Roth options, tax-advantaged accounts, educational expense reimbursement, paid parental leave, digital mental health services, flexible work hours, training programs, Gallagher Thrive program, charitable matching gift program, and more.

Our Commitment to Inclusion and Diversity:

We value inclusion and diversity and are committed to creating a workplace that is welcoming and inclusive for all employees. We believe that all persons are entitled to equal employment opportunity and prohibit any form of discrimination based on protected characteristics.

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