Client Service Manager II, Small Business

Gallagher • Lyndon, KY

3d

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 II to support our Employee Benefits department and 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.
Why This Role?
Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
Opportunity for upward mobility and advancement opportunities

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.
• Ability to travel up to 25% of the time.
• Proficiency in Microsoft Office.
• Appropriate licensing as required.

Nice To Haves

• 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

• Lead meetings with clients, including meetings at client locations.
• Responsible for providing comprehensive client support and act as main client contact for book of business. Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications.
• Effectively manage difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details.
• Support in client retention by maintaining a positive relationship and image with clients.
• Prepare for and lead open enrollment meetings.
• Review and support in enrollment, benchmarking, financial and utilization data based on financial review standards.
• Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and 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.
• Support maintenance of agency management system, communication system, and other tools.
• Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed.
• Fluent in the client’s industry and current events that can modify the coverages needed.
• Review changes in carrier offerings and policies and relay 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 tailored EB programs and review methods of handling risks. Identifiy and explain gaps in program. Work with the producer to write new business.
• Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level