Client Service Manager, Personal Lines

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters;

think of Gallagher.

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!

• 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

• Client Support
  • 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.
• Account Management
  • 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.
• Insurance Expertise
  • 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.

Required:

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.

Preferred:
Previous 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 engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice…