Note: The job is a remote job and is open to candidates in USA. Gallagher is a company that helps clients face risk with confidence, and they are seeking an Account Executive to serve as the strategic leader for Private Equity-backed clients. This role involves orchestrating the client experience throughout the investment lifecycle, ensuring effective coordination of internal resources and delivering impactful solutions.
Responsibilities
- The Account Executive is responsible for managing a dynamic desk with the capacity to handle diligence reviews and client phone calls that require immediate or same-day attention
- The Account Executive provides plug-and-play solutions with minimal follow-up required from the diligence team, demonstrating a proactive and efficient approach to client needs
- This position requires the ability to lead a team with a focus on exceptional service delivery, employing a lead-by-example mindset while effectively delegating tasks to ensure operational excellence
- Responsiveness to clients is a key priority, with an expectation of providing a 24-hour turnaround on inquiries and maintaining clear communication without unanswered emails or delays
- The Account Executive proactively identifies renewal restructuring opportunities based on M&A activity or performance trends, ensuring clients are positioned for success
- Collaboration is essential in this role, as the Account Executive works closely with diligence, claims, and specialty teams to deliver a seamless and high-impact client experience
Skills
- Bachelor's degree with 5+ years client service and/or claims management experience OR High School degree/GED with 10+ years client service and/or claims management experience
- Property and Casualty Insurance License
- Demonstrate knowledge of Private Equity (PE) dynamics, with PE expertise considered a valuable asset
- Apply strong financial acumen, including understanding balance sheets, EBITDA, and accruals, to support client needs effectively
- Take ownership of the entire client process, acting as the quarterback to coordinate resources and ensure seamless service delivery
- Collaborate with clients to understand their values and align Gallagher's solutions to address their specific needs, rather than imposing pre-defined offerings
- Leverage experience as a broker to negotiate coverage effectively through retail markets
- Approach renewals with a strategic mindset, recognizing the need for restructuring based on past or upcoming acquisitions
- Anticipate transitions from Guaranteed Cost (GC) to Loss Sensitive programs, ensuring proactive planning and execution
- Maintain a strong understanding of the relationship between all lines of coverage, ensuring gaps are identified and closed
- Present confidently to Private Equity firms in various contexts, including diligence reviews, deal evaluations, and prospective client meetings
- Operate with urgency and a results-driven approach to meet the demands of fast-paced environments
- Adapt to the dynamic nature of PE clients, understanding the need to remain 'on' due to significant turnover within client organizations
- Exhibit flexibility in working styles to support multiple producers effectively
- Leverage strong communication and presentation skills to alleviate producers from heavy lifting during client engagements
- Conduct swift and thorough reviews of insurance programs, identifying gaps such as policy ratings, missing coverages, incorrect language, or pricing for additional coverages
- Ensure all communication is clear, concise, and impactful to drive understanding and action
Benefits
- 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
- 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
Company Overview