Client Service Manager I

Gallagher•Lake Mary, FL

11d

About The Position

The Client Service Manager I delivers high-quality, efficient service to internal and external clients through day-to-day account management for an assigned group of accounts. Accounts vary in size and have relatively simple to moderately complex needs; their total revenue is typically below CSO revenue benchmark expectations. The role reports to either the Branch Client Service Director or Branch Client Service Supervisor and contributes to client retention and satisfaction, enhancing AJG’s value to clients and prospects, achieving operating and margin targets, and fostering performance and continuous improvement. The manager profitably manages assigned accounts, builds relationships through ongoing client care, and partners with the Production team to lead renewals and deliver suitable solutions on time. The role helps retain existing business and generate sales of additional services and lines of coverage. It cultivates relationships with client buyers and day-to-day representatives, supports one or more Producers and/or Account Executives, serves as the first point of contact when they are unavailable, and coordinates resources to address clients’ risk management needs.

Requirements

Bachelor’s degree and at least 0 years of client service and/or claims management experience, or a high school degree/GED and at least 3 years of client service and/or claims management experience.
Producer’s License.
Appropriate licensing as required.
Proficiency in Microsoft Office.
Strong written and verbal communication skills.
Ability to engage others comfortably in consultative discussions.
Ability to manage and balance multiple, sometimes competing, priorities.
Ability to work in a self-directed manner.
Proficiency in using technology to maximize productivity and quality.

Nice To Haves

Previous insurance knowledge and experience managing client relationships.
Solid financial acumen.

Responsibilities

Manage an assigned group of accounts successfully and profitably.
Provide high-quality, efficient day-to-day service and exceptional ongoing care to internal and external clients.
Build and solidify relationships with existing clients, including organizational buyers and day-to-day client representatives.
Partner with the Production team and take a leadership role in the renewal process, delivering the best possible solution in a high-quality and timely manner.
Retain existing business and drive sales of additional services and lines of coverage.
Support one or more Producers and/or Account Executives and serve as the first point of contact when they are unavailable.
Coordinate appropriate resources to address clients’ risk management needs.
Contribute to client retention and satisfaction, AJG’s value to clients and prospects, operating and margin targets, and a culture of performance and continuous improvement.