Client Service Manager III

Overview

Future opportunity for a Senior Client Service Manager. While this role is not currently open, we are always looking to connect with talented professionals like yourself for upcoming opportunities.

How you'll make an impact We are looking for an experienced Senior Account Manager / Senior 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. What a day will look like Assist Client Service Supervisor 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.

Skills and experience that will lead to success 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 Positive and flexible attitude About You Required Current Property and Casualty License.

Bachelor’s degree with 5+ years client service and / or claims management experience-OR-High School degree / GED with 10+ years client service and / or claims 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 Compensation and benefits 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...