Personal Lines Account Executive
Gallagher Benefit Services, Inc.
Gallagher Personal Lines Insurance Advisor
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.
As part of our team in conjunction with Gallagher, you'll join a global leader in insurance brokerage, where integrity, collaboration, and innovation are at the heart of everything we do. This is your opportunity to make a meaningful impact, working alongside talented professionals who are passionate about protecting what matters most to our clients. This role is based in one of our Massachusetts offices: Reading, Cambridge, or Natick. This position involves managing a personal lines book of middle market accounts - standard home, auto, and umbrella policies. Here, you'll find a supportive environment that values your growth, celebrates your achievements, and empowers you to thrive.
In this role, you'll be the go-to advisor for your clients, helping them navigate their personal insurance needs with confidence. You'll take ownership of a portfolio of accounts, ensuring they receive the highest level of service and customized solutions. Working closely with our production team, you'll lead the renewal process, delivering timely and high-quality outcomes that exceed client expectations. You'll also play a key role in securing existing business and identifying opportunities to expand coverage and services. By analyzing data and industry trends, you'll craft strategic client service plans and reports that add value and build trust. Your expertise will help clients stay ahead of risks, while your proactive approach will foster long-term relationships and client satisfaction.
Here's what you'll bring to the role:
- A client-first mindset with a passion for building strong, lasting relationships.
- The ability to communicate complex insurance concepts in a clear and approachable way.
- A proactive approach to problem-solving and a commitment to delivering results.
- Experience in personal lines insurance or a related field is a plus, but we welcome candidates with transferable skills and a willingness to learn.
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:
- Insurance Expertise: You have prior experience in insurance and a proven ability to build and maintain strong client relationships.
- Financial Savvy: You're comfortable working with numbers and have a solid understanding of financial concepts.
- Industry Knowledge: You're well-versed in personal lines coverages, understand business classifications, and stay informed on industry trends and strategies for client retention.
- Problem-Solving Skills: You excel at identifying challenges and designing effective solutions, with strong communication skills to convey ideas clearly.
- Leadership and Mentorship: You've demonstrated leadership by advocating for clients and mentoring junior team members to help them grow.
- Tech Proficiency: You're highly skilled in Microsoft Office (or similar tools) and can create polished spreadsheets and presentations with ease.
- Tech Adaptability: You're experienced with agency management software and can quickly learn new systems and processes.
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...
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 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.
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