Client Service Manager, Commercial Lines
About The Position
As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Client Service Manager to support our Commercial Lines department and deliver exceptional risk management solutions to our growing client base. Our Account Manager will partner with our sales team to facilitate day-to-day management of current clients' insurance programs, helping the world prepare for the unexpected. As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in growing their career in the insurance industry. Opportunity awaits you with us!
Requirements
- 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.
- Property and Casualty License.
- Proficiency in Microsoft Office.
- Previous insurance knowledge and experience managing client relationships
- Solid financial acumen
- Proficient in using technology as a tool to maximize productivity and quality.
- Strong written and verbal communication skills.
- Comfortably engages others in consultative discussion.
- Effectively manages/balances multiple and sometimes competing priorities.
- Works in a self-directed manner.
Responsibilities
- May be first point of contact on some accounts; supports in delivering service to book of business.
- Provides renewal and proposal presentations for delivery to clients
- Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
- Reviews renewals and proposes changes needed under direction and guidance of senior team members
- Supports in claim review and other risk analysis tasks.
- Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
- Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
- May be responsible for analyzing market trends and advising clients on changes to policies.
- Proficient in working knowledge of renewal processes and considerations.
- May be responsible for assisting Producers with marketing campaigns
- Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
- Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
- Provides mentoring and guidance to more junior team members, such as Account Coordinators.
- Other duties as assigned.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Number of Employees
5,001-10,000 employees
