Client Service Manager II

Overview

We are looking for a Client Service Manager who will be responsible for the day-to-day, account management of Gallagher’s relationships with assigned clients as their primary role. You will support the senior servicing staff/service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the value Gallagher delivers to clients.

• Assist Senior Client Service Manager or Client Service Executive with day-to-day coverage questions and contract reviews.
• Proactively coordinate renewal cycle to ensure all necessary steps are completed in a timely fashion.
• Answer client questions on applications and requested renewal information.
• Communicate and maintain good working relationships with markets.
• Assist in preparing renewal strategy documents and proposals.
• Prepare and/or check market submissions.
• Analyze quotes from carriers and negotiate terms and conditions.
• Responsible for binding of renewal coverage and the accuracy of programs that are bound.
• Process certificates, endorsements, invoices, policies, endorsements, and audits.
• Responsible for certificates, endorsements, audits, invoicing, and policy checking.
• Provide a high level of day-to-day technical support to the team.
• Ensure that all documentation is received on a timely basis and is accurate.
• Manage policy and endorsement follow up system, including maintaining reminder system.
• Prepare proposals and presentations to existing clients and prospective new clients.
• Navigate carriers’ web sites to obtain endorsements, loss runs, renewal policies, and invoices.
• Communicate with markets for renewal policies, endorsement requests, and invoices.
• Assist other team members to balance workloads when needed.
• Provide backup for other team members during their absence.
• Undertake various duties as assigned.

• Strong technical property and casualty knowledge
• Background in account management, servicing, placement and negotiation of property and casualty coverages
• Ability to solve problems and think independently
• Strong written and verbal communication skills
• Ability to pay attention to detail while working under pressure
• Ability to organize, prioritize, monitor and control workflow, with close attention to deadlines
• Be energetic/have a sense of urgency

Required

• Current Property and Casualty License.
• Bachelor’s degree with 5+ years client service management experience-OR-High School degree/GED with 7+ years client service management experience.

Preferred

• Commercial (property/casualty) insurance knowledge and experience managing client relationships.
• Solid financial acumen.

Behaviors

• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.
• Comfortably engage others in consultative discussion.
• Effectively manages/balances multiple and sometimes competing priorities.
• Works in a self-directed manner.

#LI-WM1

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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

Other benefits include:

• 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
• And more...

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better…