Account Manager - Small Business

Arthur J. Gallagher & Co. (AJG); San Jose (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Flexible work hours

Educational expense reimbursement

Paid parental leave

Digital mental health services

Training programs

Job summary

A leading company in insurance and risk management seeks an Account Manager for its San Jose office. The role will involve nurturing client relationships, collaborating with the sales team, and mentoring junior team members. With a focus on exceptional customer service, candidates should possess strong communication skills and a passion for building client connections.

Qualifications

• Minimum 1+ years in client service or claims management.
• Property and Casualty Insurance License required.
• Strong communication and mentoring skills.

Responsibilities

• Lead renewal process ensuring timely solutions.
• Nurture relationships and secure existing business.
• Mentor Client Service team members through constant feedback.

Skills

Client relationship management

Collaboration with sales team

Problem-solving

Adaptability

Education

Bachelor's degree

High School degree/GED

Tools

Microsoft Office

Job description

Introduction

Welcome to Gallagher – a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.

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

Future opportunity for an Account Manager position. While this role is not currently open, we are always looking to connect with talented professionals like yourself for upcoming opportunities.

How you'll make an impact

We are seeking a Client Service Manager to join our growing team in our small business division who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex?

We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.

How will you affect the business?

• Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in a high quality and timely manner.
• Secure existing business and drive the sale of additional services and lines of coverage.
• Nurture relationships with your buyer in the client organization as well as with day-to-day client representatives.
• Guide your team members in addressing a client’s risk management needs through consultative conversations.
• Mentor Client Service team members through continuous learning, transparent feedback, and strong talent development.
• Conduct periodic audits to ensure compliance standards and service levels are met.
• Maintain accurate client and policy data and documents within the Gallagher system.
• Use Gallagher's technology to improve productivity and quality.
• Effectively manage multiple competing priorities.

Skills for Success:

• Develop professional relationships with internal and external partners
• Utilize your resilient and adaptable mentality in the face of shifting priorities
• Eagerness to collaborate with all Gallagher teams and employees!

About You

Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience

Property and Casualty Insurance License

Proficiency in Microsoft Office

#LI-KK2

Compensation and benefits

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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

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.