Client Service Manager, Personal Lines
About The Position
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. 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! Why this Role? Build meaningful relationships with clients while providing them with impactful solutions High visibility to Senior Leadership – work alongside Client Services, Sales and Agency Leadership who prioritize your learning and development Opportunity for upward mobility and advancement opportunities across
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.
- Producer's License.
- Proficiency in Microsoft Office.
- Appropriate licensing as required.
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
