Gallagher is a company that helps clients face risk with confidence. They are seeking a Personal Lines Account Representative to deliver exceptional service to clients, assisting them with their insurance needs and maintaining accurate client data.
Help clients navigate their insurance needs with confidence
Provide personalized service, answering questions about policies, endorsements, and claims, and offering solutions to meet their needs
Discuss auto, homeowners, or umbrella policies to ensure clients feel supported
Maintain accurate client and policy data, using Gallagher’s technology to streamline processes and improve service quality
Collaborate with the team to secure existing business and drive the sale of additional services while managing multiple priorities
Qualification
Required
Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience
Active P/C insurance license
Strong written and verbal communication skills
Proficient in using technology as a tool to maximize productivity and quality
Appropriate licensing as required
Preferred
1+ years of prior call center experience
Working knowledge of Microsoft software, Applied Epic, and Salesforce
Benefits
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
Gallagher is an international insurance brokerage and risk management services firm.
