Client Service Manager, Personal Lines
About The Position
AssuredPartners is a leading insurance brokerage that prides itself on delivering more than insurance 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 Manager to support our Personal 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.
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.
- 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.
Nice To Haves
- Previous insurance knowledge and experience managing client relationships.
- Solid financial acumen.
Responsibilities
- Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
- Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
- Maintain files with proper records according to company procedures. Follow company procedures in order to achieve positive audit results.
- Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
- Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
- Review accounts receivable report for all assigned accounts to support client retention.
- Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
- Attend training and seek self-directed learning to continue education in industry and technical knowledge.
- 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
Number of Employees
5,001-10,000 employees
