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Gallagher

Personal Lines Client Service Specialist

Posted 3 days ago
0-2 years experience
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AI Summary

You will provide personalized insurance service by answering client questions regarding policies, endorsements, and claims. Additionally, you will maintain accurate client data and collaborate with the team to support business retention and growth.

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
 

Overview

At Gallagher, we’re united by a commitment to one another’s growth and the pursuit of shared goals. We’re looking for a Personal Lines Account Representative to join our team and help us deliver exceptional service to our clients. This is a fully remote position with a schedule of Monday through Friday, 8:00 am to 5:00 pm PST. If you’re passionate about building relationships, solving problems, and making a real impact, this could be the perfect role for you. This role supports our Woodland Hills, CA zone. 


How you'll make an impact

In this role, you’ll be the go-to person for our clients, helping them navigate their insurance needs with confidence. You’ll provide personalized service, answering questions about policies, endorsements, and claims, and offering solutions to meet their needs. Whether it’s discussing auto, homeowners, or umbrella policies, you’ll ensure our clients feel supported every step of the way.

 

You’ll also play a key role in maintaining accurate client and policy data, using Gallagher’s technology to streamline processes and improve service quality. By collaborating with your team, you’ll help secure existing business and drive the sale of additional services, all while managing multiple priorities with ease.


About You

Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience. Active P/C insurance license. Strong written and verbal communication skills. Proficient in using technology as a tool to maximize productivity and quality. Appropriate licensing as required.

 

Nice to have:

  • 1+ years of prior call center experience
  • Working knowledge of Microsoft software, Genesys Telephony, and Salesforce.

 

Here’s what you’ll bring to the role:

  • You’ll hold a bachelor’s degree or equivalent experience and demonstrate a commitment to client service.
  • You’ll hold an active Property and Casualty Insurance License.
  • You’ll use written and verbal communication skills effectively and leverage technology to enhance productivity.
  • You’ll apply practical experience in client-facing customer service (preferred) and use Microsoft Office tools like Excel, PowerPoint, Outlook, and Word proficiently.

#LI-TW1

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Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

  • Competitive compensation
  • Comprehensive benefits programs designed to support your well-being 
  • Career development opportunities and ongoing learning 
  • A collaborative, people-first culture with accessible leadership 
  • The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

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