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We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview:
This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Gallagher's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. The role reports directly to the Client Service Supervisor of the Personal Lines E&S Team. Responsibilities:
Preferred:
Desired Traits:
Additional Information:
We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
The Personal Lines Excess & Surplus Specialist is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day management of an assigned group of accounts that vary in size and have relatively simple to very complex needs.
The E&S Specialist will be responsible for all E&S policies within their assigned accounts, including renewals, transactions, and most critically, Agency Billing. They will maintain internal relationships with our Personal Insurance & Private Client teams, providing background support and subject matter expertise for larger accounts. The Specialist will also serve as a relationship owner with our E&S Broker partners, and act as a direct liaison for our Sales & Marketing teams.
This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Gallagher's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. The role reports directly to the Client Service Supervisor of the Personal Lines E&S Team.
What You’ll Be Doing:
- Build and solidify relationships with existing clients by providing exceptional ongoing care.
- Proactively manage the E&S policy renewal timeline to ensure a seamless renewal process for existing clients.
- Process all E&S policy transactions, including (but not limited to) renewals, quoting, binding, invoicing, policy checking, endorsements, and cancellations.
- In partnership with the Sales and Service teams, take a leadership role in the remarketing process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner.
- Ensure prompt response and delivery of internal and external correspondence relating to Excess & Surplus Lines policies.
- Maintain meticulous notes of all client interactions in our Agency Management Software, and retain and label all relevant documents in our Database.
- Proactively review and update coverage and risk details with clients.
- Secure existing business and drive the sale of additional services and lines of coverage.
- Cultivate relationships with our Broker Partners, Sales, Service, and Private Client teams.
Required:
- Bachelor's degree with 3+ years client service and/or claims management experience
- OR- High School degree/GED with 5+ years client service and/or claims management experience.
- Producer's License.
- Proficiency in Microsoft Office.
Preferred:
- Excess & Surplus Lines experience.
- Solid financial acumen including accounting skills.
- Experience with Applied Epic software
- Strong written and verbal communication skills.
Desired Traits:
- Proficient in using technology as a tool to maximize productivity and quality.
- Adept at Creative Problem Solving
- Ability to be versatile and pivot tasks when needed.
- Comfortably engages others in consultative discussion.
- Effectively manages/balances multiple and sometimes competing priorities.
- Works in a self-directed manner and can take ownership of tasks.
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Additional Information:
Click Here to review our U.S. Eligibility Requirements
We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
