Position Details

Type Full-Time

Experience mid

Exp. Years 0+ years (Bachelor's) or 3+ years (High School/GED)

Education Bachelor's degree; or High School/GED with 3+ years experience

Category Sales & Business Development

About this role

Account Manager, Personal Lines, at Gallagher manages client relationships and provides risk management consulting to clients in the personal lines space, including processing quotes, renewals, endorsements, and policy updates.

Key Responsibilities

Maintain accurate client information and provide day-to-day client support
Develop relationships with insurance carrier personnel
Ensure accuracy of account information for new and renewal policies
Review quotes for gaps and respond to carrier inquiries
Attend training and continue education in industry knowledge

Technical Overview

Utilizes Microsoft Office and industry knowledge to manage client accounts, quotes, and policy documentation; interacts with carriers and clients to ensure coverage aligns with needs.

Ideal Candidate

The ideal candidate is an experienced personal lines account manager with a producer's license, strong client service skills, and proven ability to manage carrier quotes, renewals, and endorsements while maintaining strong client relationships.

Must-Have Skills

Bachelor's degree with 0+ years client service and/or claims management experienceProducer's LicenseProficiency with Microsoft Office

Nice-to-Have Skills

Previous insurance knowledgeStrong financial acumen

Tools & Platforms

Microsoft Office

Required Skills

Client serviceinsurance knowledgeproducer licensecarrier quotesrenewal managementpolicy reviewsendorsement processingMicrosoft Officecarrier relationshipscustomer relationshipsbillingaccounts receivable

Hard Skills

Microsoft OfficeInsurance terminologyCarrier quotesRenewal managementPolicy reviewsEndorsement processing

Soft Skills

CommunicationRelationship buildingOrganizationProblem solving

Certifications

Required

Producer's License

Industry & Role

Industry Insurance

Job Function Account management and client service for personal lines insurance clients.

Role Subtype Account Manager

Keywords for Your Resume

account managerpersonal linesinsuranceproducer's licensecarrier quotesrenewal managementpolicy reviewsendorsement checkingclient serviceMicrosoft Officecarrier relationshipscustomer relationshipsbillingaccounts receivabletraining and developmentGallagherAssuredPartnersrisk managementequal employment opportunityrenewalsendorsement processing

Deal Breakers

Must have Producer's License, No Bachelor's degree and insufficient experience

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