Account Representative

Gallagher; Lake Oswego (OR); Presencial; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical/dental/vision plans

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Flexible work hours

Digital mental health services

Descripción de la vacante

A leading insurance brokerage in Lake Oswego is seeking an Account Representative to support client relationships and manage risk. The ideal candidate has industry experience, strong communication skills, and proficiency in Microsoft Office. This role offers competitive compensation and comprehensive benefits, including flexible work hours and educational reimbursement.

Formación

• Minimum of two years of industry experience preferred.
• Required to obtain insurance license(s) within 90 days of hire.
• Proficiency in MS Word, Excel, Outlook, and PowerPoint.
• Minimum two years of industry experience; licensing within 90 days of hire.

Responsabilidades

• Support the book of business and account team efforts.
• Analyze client information and help clients manage risk.
• Respond to daily client inquiries and requests.
• Prepare materials for client information requests and proposals.
• Review contracts and issue certificates of insurance.
• Contribute to client presentations, renewal marketing, and future planning.
• Coordinate distribution of key insurance documents to clients.
• Collaborate with accounting to resolve client billing issues.

Conocimientos

Exceptional communication skills

Strong analytical skills

Proficiency in MS Word, Excel, Outlook, and PowerPoint

Strong organization and time management skills

Collaboration skills

Educación

High school diploma or equivalent

College degree preferred

Herramientas

MS Word

Excel

Outlook

PowerPoint

Descripción del empleo

Overview

Our Real Estate Practice is looking for an Account Representative to join their collaborative and industrious account service team. The Real Estate Account Representative provides risk management and consulting services to property owners and developers, enabling them to understand their exposures and mitigate their losses. Your primary responsibility will be to support the book of business and account team in developing strong relationships with clients and carriers. You will play a crucial role in handling day-to-day client inquiries, analyzing client information, and assisting in the management and transfer of risk.

How You'll Make An Impact

• Support the book of business and account team efforts of developing relationships with clients and carriers
• Analyze client information and help clients understand, manage, and transfer risk from Account Managers
• Respond to daily client inquiries and requests, ensuring exceptional client service
• Prepare materials for client information requests, carrier submissions, proposals, and presentations
• Review contracts and issue certificates of insurance for clients
• Contribute to client presentations, renewal marketing, and the process of planning for the future
• Update and maintain account specifications within our agency management system
• Coordinate the distribution of key insurance documents to clients, ensuring timeliness and accuracy
• Collaborate with accounting to resolve client billing issues
• Learn how to successfully manage a book of business from Account Managers

About You

• Minimum of two years of industry experience (broker or carrier side) preferred
• Desire to learn and be part of something special
• Exceptional communication skills - oral, written, phone, and interpersonal skills with the ability to develop and build client and internal relationships
• Strong analytical, organization, and time management skills
• Strong collaboration skills
• Proficiency in MS Word, Excel, Outlook, and PowerPoint required
• High school diploma or equivalent experience required, college degree preferred
• Required to obtain the applicable insurance license(s) within 90 days of date of hire

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.

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.

Inclusion and Diversity and Equal Opportunity

We value inclusion and diversity. Gallagher is committed to equal employment opportunity and prohibits discrimination based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (including transgender and other gender non-conforming individuals), gender 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 by applicable laws. Gallagher will provide reasonable accommodations to qualified individuals with known disabilities unless doing so would impose an undue hardship. Inclusion and diversity are embedded in Gallagher’s culture and The Gallagher Way.