Client Service Manager II - Gallagher

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

The Private Client Service Manager, reporting to the Private Client Service Supervisor, acts as the primary contact for High Net Worth clients with large accounts and is responsible for the overall management of their personal insurance program. This role is responsible for staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages, conducting annual reviews of clients’ insurance program, negotiating with carriers on client’s behalf based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. In addition, this individual is responsible for new business generation – accomplished by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients.

• Manages a book containing several large High Net Worth clients with high activity and frequent contact. 
• Grows revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client’s unique exposure to risk
• Provides proactive, high-quality day-to-day client service by anticipating needs, enhancing AJG’s value to our clients and prospects
• Actively sources new clients
• Successfully grows and profitably manages an assigned group of client accounts
• Builds relationships with existing clients by providing exceptional ongoing customer care
• Reviews accounts’ existing insurance program to determine if additional lines of insurance or limit increases should be solicited and then does so during each service contact
• Actively seeks referrals from current client base to solicit new business prospects; follows up to generate new business
• With the input and/or support of the Production team, drives the insurance program design, marketing and service strategy for their clients; Takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
• Secures existing business and actively drives the sale of additional services and lines of coverage
• Cultivates relationships with the buyer and/or their representative
• Leads appropriate resources to address the client’s risk management needs
• Establishes effective relationships with markets, knowing which markets to use for certain risks, etc.
• May partner with one or more Producers and typically is the first line of contact for the client
• Coaches Client Service Managers and/or Associates through continuous learning, honest feedback, and  strong talent development strategies
• Resolves issues quickly in a manner that’s appropriate for both the client and the Branch
• Manages to defined service timelines and processes
• Ensures that complete and accurate client and policy data and documents are maintained within the Gallagher systems
• Escalates Issues as appropriate
• Executes  on best practices  processes, leveraging existing systems and shared services in order to work as effectively and efficiently as possible
• Conducts periodic audits to ensure compliance to standards and service levels;  Consistently adheres to service timelines and professional standards
• Communicates with carriers

Required: Bachelor's degree wit 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. 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.

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

Click Here to review our U.S. Eligibility Requirements

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 serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.