Careers

Check out the positions we currently have available below. If you or someone you know would like to become part of our team, complete the form on this page or send your resume to tmatteson@GoCGO.com. 

Positions Available

Commercial Lines Account Manager

Connor & Gallagher OneSource is currently seeking an experienced Commercial Lines Account Manager to join our growing team! If you’re someone who takes pride in staying informed of industry trends, is passionate about delivering exceptional client service in commercial insurance and thrives in a fast-paced, relationship-driven environment where your expertise truly makes a difference and are able to work in a hybrid capacity at our office in Lisle, IL (without relocation) - then this opportunity is for you!

Position Summary:

The Commercial Lines Account Manager is responsible for managing and servicing a designated book of business for commercial insurance clients and requires a strong understanding of commercial insurance coverages, carrier guidelines, and risk management principles. The account manager will serve as a main point of contact for clients, providing expert guidance, policy support, and proactive communication to ensure satisfaction and retention. Working closely with producers, this individual will design and implement customized service plans that align with the unique needs of each client and play a crucial role in guiding clients through their insurance options while maintaining accurate and up-to-date client information within the agency management system.

Key Responsibilities:

• Build and maintain personalized relationships with clients through phone, email and in-person meetings.

• Work closely to effectively manage and oversee the renewal process using established workflows.

• Engage with current clients to understand exposures, coverages, and needs.

• Prepare and submit comprehensive submission packages to underwriters, adhering to guidelines.

• Evaluate coverage, terms and conditions, and pricing of quotes received from underwriters.

• Compare quote options from multiple carriers and present coverage comparisons as needed.

• Support clients by managing the creation of proposals, program summaries, options, and service plans in making informed insurance program decisions.

• Attend insurance carrier meetings and events as appropriate, build positive relationships and remain proactive of carrier products and underwriting approaches.

• Accurately maintain complete client files through clear documentation such as policy information, activities, attachments, and correspondence.

• Participate in ongoing scheduled meetings with the service team to discuss accounts, renewals, service needs, and other relevant topics.

• Provide effective communications with Producers and Client Service Representatives

Experience & Requirements:

• 5+ years of Account Manager experience handling Middle Market Accounts within an insurance brokerage or comparable.

• Highly organized with a strong attention to detail and focus on accuracy in all aspects of work.

• Demonstrates exceptional customer service, teamwork, communication, and interpersonal skills.

• Current Illinois Producer’s License related to Casualty, Property and Fire

• BS/BA in Business, Insurance, or a related field preferred.

• Proficient in Microsoft Office Suite.
  
  
• Experience working with Applied Epic is beneficial (not required)

Compensation and Benefits:

We are pleased to offer a competitive salary range of $85-$100k alongside a comprehensive benefits package designed to support you both personally and professionally. Here’s what you can look forward to:

• Unlimited Paid Time Off, 401(k) with Employer Match after just 90 days and Comprehensive Medical, Dental, Vision, Life Insurance, Short Term and Long-Term Disability coverage with enrollment opportunity the 1st of month after date of hire along with the optional employee coverage of Pet Benefits and Identity Protection for you and your family members.

• This is a hybrid position located at our office in Lisle, IL. During the initial training period, the required schedule is 3 days per week in the office and 2 days remote. Upon successful completion of the training program, there is the opportunity to shift to a schedule of 2 days in the office and 3 days remote.

For more information please visit: Benefits Overview

Why you should consider joining CGO:

• We are dedicated to being a trusted partner and deliver exceptional service and innovative solutions to our clients through well-honed business relationships.

• You will have the opportunity to work with colleagues who take pride in making a meaningful impact while always valuing the foundational values of our organization.

• CGO has been recognized as one of the Best Companies to Work for in Insurance for several years and has a proven industry reputation for putting people first.
  
  
  

Retirement Plan Relationship Manager

Connor & Gallagher OneSource (CGO) is seeking a knowledgeable, client-focused professional to join our team as a Retirement Plan Relationship Manager, with a core focus on building and maintaining strong, successful relationships with our retirement plan clients.

This hybrid role, based out of our Lisle, IL office, plays a key part in ensuring the effectiveness and compliance of 401(k) plans. You’ll work closely with plan sponsors, internal teams, and providers to deliver a top-tier client experience while helping employers and employees plan for a secure financial future. If you’re a strong communicator with solid knowledge of ERISA and retirement plan operations, we’d be thrilled to connect with you!

Position Summary

The Retirement Plan Relationship Manager will be the primary point of contact for clients with employer-sponsored retirement plans. They will manage client relationships, ensure compliance and plan efficiency, coordinate with plan providers, and help clients navigate fiduciary responsibilities. Working closely with advisors, internal consultants, and plan sponsors to deliver a superior client experience.

Essential Functions

• Serve as the main contact for 401(k) plan sponsors, ensuring ongoing satisfaction and plan success.

• Conduct regular plan reviews and benchmarking analysis to ensure competitiveness and compliance.

• Coordinate with recordkeepers, TPAs, custodians, and investment providers to manage plan operations and resolve issues.

• Educate and guide clients on fiduciary responsibilities, plan design strategies, regulatory updates, and participant engagement.

• Lead or participate in client meetings (virtual or in-person), including plan committee meetings and participant education sessions.

• Monitor plan compliance with ERISA, DOL, and IRS regulations; coordinate with legal or compliance teams as needed.

• Assist with plan conversions, mergers, and other transitional events.

• Maintain detailed documentation of all client interactions, plan changes, and service activity.
  
  
• Collaborate with internal teams on marketing, reporting, and client onboarding initiatives.

Required Education and Experience

• Bachelor's degree in Business, Finance, or related field (or equivalent experience).

• 3+ years of experience in retirement plan administration, relationship management, or financial consulting.

• Strong understanding of 401(k) plans, ERISA, and retirement plan regulations.

• Exceptional customer service, organizational, team work, communication and interpersonal skills.

• Proven ability to manage multiple client relationships and deliver proactive service.

• FINRA licenses (e.g., Series 6/7, 63, 65) and/or ASPPA designations (QKA, QPA) are a plus.
  
  
• Experience with retirement plan providers (e.g., Fidelity, Empower, Principal) is highly desirable.

Compensation and Benefits:

We are pleased to offer a competitive salary range of $70-$90k plus bonus potential, alongside a comprehensive benefits package designed to support you both personally and professionally. Here’s what you can look forward to:

• Unlimited Paid Time Off, 401(k) with Employer Match after just 90 days and Comprehensive Medical, Dental, Vision, Life Insurance, Short Term and Long-Term Disability coverage with enrollment opportunity the 1st of month after date of hire along with the optional employee coverage of Pet Benefits and Identity Protection for you and your family members.

• Hybrid work environment: 2 days in office/3 days remote

For more information please visit: Benefits Overview

Why you should consider joining CGO:

• We are dedicated to being a trusted partner and deliver exceptional service and innovative solutions to our clients through well-honed business relationships.

• You will have the opportunity to work with colleagues who take pride in making a meaningful impact while always valuing the foundational values of our organization.

• CGO has been recognized as one of the Best Companies to Work for in Insurance for several years and has a proven industry reputation for putting people first.