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Personal Lines Account Manager

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Gallagher
Full Time position
Listed on 2026-03-11
Job specializations:
  • Sales
    Client Relationship Manager, Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

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 provide a comprehensive overview of the risk landscape 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.

How

You’ll Make An Impact
  • Client Support
    • Maintain accurate client information to provide day‑to‑day support and address intermediate‑level inquiries while delivering exceptional customer care.
    • Assist in developing strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
  • Account Management
    • Maintain files with proper records according to company procedures. Follow company procedures to achieve positive audit results.
    • Ensure accuracy of account information for new and renewal policies in accordance with client requests, process change requests and endorsement checking, address proper exposures for policy rating, complete coverage reviews and gap analysis, and accurately transact agency bill policies.
    • Review all accounts receivable and policy cancellation notices according to agency procedures, recognizing that the agency must process in a timely manner.
    • Monitor renewal premium increases for remarketing based on the agency’s retention strategies.
    • Secure documentation needed to be retained by the agency, including signed applications, replacement cost estimates, rejection of coverage, and confirmation of orders.
  • Insurance Expertise
    • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; review quotes for gaps and assist with inquiries from the carrier.
    • Attend training and pursue self‑directed learning to continue education in industry and technical knowledge.
  • Other duties as assigned
About You

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. Producer’s License. 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. Comfortable engaging others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self‑directed manner.

Compensation And Benefits

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.

Minimum Core 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
Other Benefits
  • 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…
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