Senior Account Manager

Gallagher; Walnut Creek (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Paid parental leave

Flexible work hours

Educational expense reimbursement

Flexible work hours

Job summary

A leading insurance firm in Walnut Creek is seeking a Senior Account Manager to oversee the largest and most complex accounts. Responsibilities include developing client relationships, supporting Account Executives, negotiating terms with carriers, and ensuring thorough client service. The ideal candidate will have over 7 years of construction insurance brokerage experience, strong communication skills, and proficiency in relevant software. This position offers a competitive salary and comprehensive benefits, emphasizing both professional growth and employee wellbeing.

Qualifications

• 7+ years of related construction insurance brokerage experience.
• Broker’s license required to be obtained during onboarding.
• Valid Driver’s license and reliable transportation required.
• Exceptional communication skills, both verbal and written
• Broker’s license required to be obtained during onboarding period
• Required to obtain the applicable insurance license(s) within 90 days of date of hire
• Valid Driver’s license and reliable transportation required
• Previous supervisory, training and/or formal mentoring experience desirable

Responsibilities

• Develop and manage relationships with accounts.
• Negotiate terms with carriers for client recommendations.
• Deliver client service in the absence of an Account Executive.
• Work alongside AE to manage contracts, marketing, and renewal proposals and client presentations
• Handle complex issues with clear, efficient problem solving and timely conclusions
• Deliver accurate client presentations and address questions with strong communication
• Field daily client questions and coordinate with Account Coordinators and Representatives

Skills

Business insight

Relationship building

Communication

Task management

Problem solving

Team collaboration

Communication skills

Education

College degree preferred or high school diploma

High school diploma or equivalent required

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Outlook

EPIC

Job description

Overview

Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients.

What You’ll Do

• Develop and cultivate long-term strategic relationships with a portfolio of clients
• Support relationship management efforts of Account Executives and Client Relationship Directors
• Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients
• Work side by side with AE to proactively manage clients’ insurance needs; included but not limited to – contract review, marketing, new and renewal proposals and client presentations
• Handle complex and detailed issues in a clear, efficient and effective manner; take responsibility for problem solving to conclusion
• Demonstrate strong expertise in presentations to clients; assure thoroughness, accuracy and ability to answer questions or concerns through well-developed communication skills
• Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives
• Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
• Deliver client service in the absence of an Account Executive
• Support execution of client account strategy
• Manage contract reviews and effectively explain and clarify details with client verbally and/or in writing

This job is for you if…

• You have a diligent understanding of business insight and development
• You have a motivating, inspiring, and positive demeanor towards achieving goals
• You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and professionalism
• You’re a forward-thinking learner with excellent judgment. You know when to problem solve on your own and when to raise to management
• You’re phenomenal with task management and prioritization
• You are a great teammate. You’re willing to provide backup when others need your help and give to a positive and respectful work environment.
• You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as optimally resolve conflict.

About You

• 7+ years of related Construction insurance brokerage experience
• Proficient with Microsoft Excel, Word, PowerPoint, Outlook and EPIC
• College degree preferred, high school diploma or equivalent required
• Exceptional communication skills, both verbal and written
• Broker’s license required to be obtained during onboarding period
• Required to obtain the applicable insurance license(s) within 90 days of date of hire
• Valid Driver’s license and reliable transportation required
• Previous supervisory, training and/or formal mentoring experience desirable

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.

Equal Opportunity and Inclusion

We value inclusion and diversity. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. 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, 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 by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. 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.