Apply on Employer Site

Gallagher Re · 1 month ago

Client Service Manager, Personal Lines

Upper Arlington, Ohio

Full-time

Onsite

Mid Level

$47K/yr - $70K/yr

3+ years exp

Gallagher is a leading insurance brokerage that helps clients face risk with confidence. They are looking for a Client Service Manager in the Personal Lines department to provide proactive risk management consulting and exceptional client service while managing current clients' insurance programs.

ConsultingInsuranceRisk Management

Responsibilities

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

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

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

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

Qualification

Client ServiceAccount ManagementInsurance ExpertisePropertyCasualty LicenseMicrosoft Office

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

Property and Casualty License

Proficiency in Microsoft Office