Account Coordinator - CL

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 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.