Client Service Manager II, Commercial Lines

Gallagher•Lexington, KY

About The Position

AssuredPartners is a leading insurance brokerage that prides itself on delivering more thaninsurance expertise. Our teams provide the highest level of service, tailored solutions, and forward-thinking risk management strategies that truly set us apart. With a culture based on integrity, collaboration, and technical excellence, we are proud to offer our clients, and our employees, the very best in the insurance industry. As part of Gallagher, you will be joining a team that delivers more than policies; you will provide proactive risk management consulting, innovative solutions, and an unmatched level of client service. As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Executive to support our Commercial Lines department specializing in Public Education. The Account Executive will deliver exceptional risk management solutions to our growing client base. Our Client Service Manager II will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients' insurance programs.

Requirements

Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience.
Producer's License.
Proficiency in Microsoft Office.
Appropriate licensing as required.
Previous insurance knowledge and experience managing client relationships.
Solid financial acumen.

Nice To Haves

EPIC experience

Responsibilities

Lead meetings with clients, including meetings at client locations.
Responsible for providing comprehensive client support and acts as main client contact for book of business.
Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned an directed by Agency management.
Own all audit, review and claims processes for assigned book of business.
Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in underwriting practices; able to manage underwriting relationships.
Fluent in the client’s industry and current events that can modify the coverages needed.
Review changes in carrier offerings and policies and relays information to the larger service team.
Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
Facilitate and collaborate with account team on the agency’s renewal strategy.
Provide clients with Insurance Coverage Review and reviews methods of handling risks. Identifiy and explain gaps in coverage. Work with the producer to write new business.
Attend carrier functions to learn new coverage options and risk assessment strategies.
Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention.
Other duties as assigned.
Some travel may be required.

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