Summary
Gallagher is a global provider of insurance brokerage, risk management, and HR consulting services. The Account Specialist will manage a portfolio of Professional Liability and Errors & Omissions renewal accounts, guide clients through the renewal process, prepare quotes, answer policy questions, and maintain strong client relationships.
Responsibilities
- Manage a dedicated book of business focused on Professional Liability and Errors & Omissions insurance renewals
- Contact clients to review upcoming renewals and gather renewal application information
- Process and enter renewal applications accurately and efficiently
- Prepare and present insurance quotes to clients
- Answer coverage and policy-related questions while providing exceptional customer service
- Communicate with insureds, carriers, and internal team members to ensure a smooth renewal process
- Build long-term client relationships through proactive communication and service
- Maintain detailed account documentation and policy records
Skills
- Active Property & Casualty (P&C) Insurance License
- Strong verbal and written communication skills
- Ability to build rapport and confidently communicate with clients
- Excellent organizational and time-management skills
- Attention to detail and ability to manage multiple deadlines
- Customer-focused mindset with a proactive approach to problem-solving
- Experience with Errors & Omissions (E&O) insurance
- Professional Liability insurance experience
- Commercial lines insurance experience
- Prior account management, customer service, or insurance renewal experience
Qualifications
Must Haves
- Active Property & Casualty (P&C) Insurance License
- Strong verbal and written communication skills
- Ability to build rapport and confidently communicate with clients
- Excellent organizational and time-management skills
- Attention to detail and ability to manage multiple deadlines
- Customer-focused mindset with a proactive approach to problem-solving
Nice to Haves
- Experience with Errors & Omissions (E&O) insurance
- Professional Liability insurance experience
- Commercial lines insurance experience
- Prior account management, customer service, or insurance renewal experience
Benefits
- Comprehensive training and ongoing support from an experienced team
- Dedicated phone line and remote work setup provided
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact