Account Coordinator, Personal Lines

Gallagher

Posted 3 months ago

Full Time

Lancaster, Pennsylvania

In Person

Smart Summary

Responsibilities

The role involves supporting personal lines insurance clients by processing policy changes, preparing insurance summaries, and managing documentation in Epic. You will also collaborate with carriers to monitor quotes and maintain accurate client records to ensure compliance.

Qualifications

You have a high school diploma or GED and at least one year of relevant work experience. You are proficient in Microsoft Office and possess basic math skills, with a desire to build strong relationships and adapt to shifting priorities.

Must Have Skills for ATS

Microsoft Office

Excel

SharePoint

Epic

Job Description

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

We are looking for a Personal Lines Account Coordinator to join our growing team. This role is perfect for someone who is detail-oriented, organized, and enjoys working in a collaborative environment. You’ll have the opportunity to develop your skills and obtain your insurance license while making a meaningful impact on our clients and team. This is a full-time position and the typical working hours are Monday through Friday from 8:00 am to 4:30pm. 


How you'll make an impact

In this role, you’ll play a key part in ensuring our clients receive the best possible service. You’ll also support business activities and you will work closely with the team to achieve shared goals, nurture relationships with clients, and conduct periodic audits to ensure compliance standards are met. By maintaining accurate client and policy data within Gallagher systems and using our technology to improve productivity, you’ll help us deliver exceptional results.

Some of your job duties will include the following:

  • Prepare summaries of insurance and proof of insurance documents.
  • Process policy changes, endorsements, and auto ID cards in Epic.
  • Assist with quoting, reviewing, and summarizing new and renewal policies.
  • Serve as a key point of contact for clients, handling policy transmittals and summaries.
  • Work with carriers to monitor quotes, identify gaps, and support negotiations.
  • Generate reports and maintain accurate records in Epic, Excel, and SharePoint.
  • Build strong relationships with carriers and assist in researching industry trends.
  • Support accounting processes, including reviewing A/R reports and resolving system-related matters. 

About You

Here’s what you’ll bring to the role: 

  • A high school diploma or GED.
  • At least one year of relevant work experience.
  • Proficiency in Microsoft Office and basic math skills. 
  • A desire to build strong relationships with clients and internal teams.
  • The ability to adapt to shifting priorities and maintain resilience. 
  • A collaborative mindset and eagerness to work with colleagues across teams. 

Nice to have: 

  • An associate’s degree, professional certification, or equivalent experience.
  • Previous experience managing client relationships. 

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. 

Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships. Active P/C insurance license.

Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

#LI-TW1


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.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

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.

Gallagher

About Gallagher Bassett: We are the leading provider of claims and risk management services, helping people and companies prevent, manage and overcome the impact of risk. Our team of experienced professionals understands the nuances of your business and always delivers the outcomes that matter most to your organization. Our story is one of strategic decision making, innovation, commitment to quality, and delivering excellent service. With these, Gallagher Bassett provides a unique suite of claims management and related consulting and technical services. Gallagher Bassett introduced the Third-Party Claims Administrator (TPA) model to the local insurance industry. As pioneers in this fast-growing sector, we continue to set the benchmark for quality, customer service, and TPA systems across all insurance sectors. We have operations in the United States, Australia, and the United Kingdom. Being part of a global organization gives us an advantage in technology, processes, personnel, and consulting services. This combination of global reach and local market expertise enables us to quickly and accurately assess any situation and provide an optimal solution. Our clients can rest assured that we fully understand their needs and are equipped to act whenever, wherever, and however required.
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