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.
Senior Account Manager – Employee Benefits
We are seeking a dedicated and experienced Senior Account Manager to join our Employee Benefits team. The ideal candidate will have 8+ years of experience in the industry, with a minimum of 5 years working within an insurance brokerage. This role is designed for a proactive professional who excels in client relationship management, strategic planning, and delivering exceptional service.
As a Senior Account Manager, you will be responsible for managing a portfolio of clients, ensuring their employee benefits programs are effectively designed, implemented, and maintained. Your expertise in insurance products, compliance, and client engagement will be essential in providing tailored solutions that meet clients' unique needs. This role offers the opportunity to work collaboratively with internal teams, support new business development, and deliver a high level of consultative service.
Essential Functions of the Senior Account Manager, Employee Benefits:
- Client Relationship Management: Establish and maintain strong, long-term relationships with clients, acting as their go-to resource for all insurance-related inquiries.
- Client Support: Respond to client inquiries regarding insurance availability, eligibility, coverages, policy changes, claims, and billing in a timely and professional manner via email and phone.
- Cross Department Collaboration: Partner with internal sub-departments (analytics, technology, wellness, Ben Admin/COBRA) to ensure client needs are met efficiently and effectively.
- Marketing and Renewal Process Management: Oversee the marketing process by sending RFPs, organizing carrier responses and follow-ups, entering renewal options into workbooks, and collaborating with team members to strategize and recommend appropriate solutions.
- Client Meeting Facilitation: Organize and present at both employer and employee meetings, in-person and virtually, to ensure clarity and understanding of benefit options and updates.
- Client Communications: Prepare communications such as client presentations and coordinate with carriers and vendors to meet client expectations and requirements.
- Open Enrollment Preparation: Generate and distribute open enrollment materials, including enrollment guides, election forms, presentations, and other key resources.
- Compliance Assurance: Ensure clients comply with all local and federal requirements, including managing annual notices, reporting, and regulatory obligations.
- Data Reporting: Provide monthly reports for data-driven clients, offering insights to support informed decision-making.
- Additional Responsibilities: Assist the Account Executive with other tasks as needed to ensure client satisfaction and successful program management.
Required Knowledge, Skills, and Abilities:
- Strong understanding of employee benefits and the insurance industry, with experience managing group insurance programs.
- Proficient in internet-based applications and MS Office Suite, with specific expertise in Outlook, Excel, Word, and PowerPoint.
- Proficiency in Applied Epic is preferred but not required.
Required Education and Experience:
- Must hold a current Illinois Life, Accident & Health Insurance License or be able to obtain one within 90 days of employment.
- Minimum of 8+ years of experience in group insurance, preferably 5+ within a brokerage firm.
- Bachelor’s Degree or equivalent years of experience required.
Compensation and Benefits:
We are pleased to offer a competitive salary range of $80-100k, 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.
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.
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