Client Service Manager, Personal Lines

Overview

Assured Partners 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.

Client Support

• Leads meetings with clients, including negotiating, selling lines of insurance, and renewal meetings at client locations
• Responsible for providing comprehensive client support and acts as main client contact for book of business
• Effectively manages difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios

Account Management

• Negotiates and sells lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and directed by Agency management
• Owns all audit, review and claims processes for assigned book of business
• Analyzes data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation

Insurance Expertise

• Manages and develops strong personal relationships with appropriate insurance carrier personnel
• Skilled at forecasting industry trends to predict needed changes in client strategies
• Reviews changes in carrier offerings and policies and relays information to the larger service team and directly to clients, in addition to cross selling other lines of business

Leadership

• Mentors or leads the work of more junior team members
• Facilitates and collaborates with account team on the agency s renewal strategy

Client Strategy

• Creates complex risk-management strategies for accounts and other team members to attract and retain large client accounts
• Partners with industry and carrier experts to deliver strategy and solution options to clients and the broader agency
• Other duties as assigned
• Some travel may be required

#LI-JW1

Required:

• 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
• Active P&C license
• Ability to travel up to 25% of the time
• Proficiency in Microsoft Office

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 area, supply/demand, and scheduled hours.

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…