The Account Executive will provide a high level of sales support to internal team members and customer service to clients.  The position requires a significant degree of independent judgment and discretion in order to meet those service levels.  Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.

The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers.  The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.

The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts.  The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.

The Ideal Candidate

• You enjoy problem solving with great, customer-service minded solutions
• Teamwork is part of your DNA and you have great communication skills (verbal & written)
• You’re analytical at heart and can see the both the big picture and the minute details when working with clients and other team members

If this sounds like you, we invite you to keep reading and apply!

• Meets directly with clients.
• Negotiates and sells lines of insurance to clients. Designs insurance and risk management plans for clients as assigned and directed by Agency management.
• Provides clients with full exposure analysis and reviews methods of handling risks. Works with the producer to write new business accounts.
• Sells in place of or in coordination with superior personnel
• Leads accounts through the renewal process per department procedures.
• Assists in the development of strong personal relationships with appropriate insurance carrier personnel.
• Processes or oversees process of change-request/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
• Handles prompt review of all premium audits recognizing that the Agency must process audits timely.
• Process and follows up on all requests involving carriers or clients to ensure accurate and timely resolution

Required: Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.

Preferred: Previous 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 engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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

Other benefits include:

• 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
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.