Insurance Account Coordinator

Introduction

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.

If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Job Summary

The Account Coordinator assists by processing work associated with insurance clients, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.

The Ideal Candidate

• You enjoy problem solving with great, customer-service minded solutions
• Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn, and have a great career path
• You have great communication skills (verbal & written) and are dependable to get the job done

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

Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

Client Support:

• Creates correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other routine written communications.
• Provide administrative support in the form of front desk coverage and other duties.

Account Management:

• Enters accurate client information into agency management system and exports data as needed.
• Partners to create, maintain, and audit client and prospect data throughout various agency systems.
• Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
• Prepares Notices of Cancellations and Reinstatements. Processes final cancellations.
• Issues certificates of insurance and evidences of property.
• Updates driver, equipment and vehicle schedule and makes MVR requests if required.
• Manage assorted administrative tasks related to account maintenance, as required.

Insurance Expertise:

• Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge.
• Maintains carrier updates and bulletins in a shared document environment.

Other duties as assigned.

Qualifications

• Strong organization and written/verbal communication skills
• Strong attention to detail and conscientiousness
• Efficient prioritization and time management skills
• Demonstrated customer service focus
• Ability to quickly learn multiple software systems
• Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software

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…