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Gallagher Re · 1 month ago

Client Service Manager II, Personal Lines

Franklin, Tennessee

Full-time

Onsite

Mid, Senior Level

3+ years exp

Gallagher is a company that helps clients face risk with confidence, providing a client-centric suite of consulting tools. The Client Service Manager II will support the Personal Lines department by managing client relationships, leading meetings, and providing risk management solutions to a growing client base.

ConsultingInsuranceRisk Management

Responsibilities

Lead meetings with clients, including meetings at client locations

Responsible for providing comprehensive client support and act as main client contact for book of business. Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications

Effectively manage difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details

Support in client retention by maintaining a positive relationship and image with clients

Prepare for and lead open enrollment meetings

Review and support in enrollment, benchmarking, financial and utilization data based on financial review standards

Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and directed by

Own all audit, review and claims processes for assigned book of business

Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation

Support maintenance of agency management system, communication system, and other tools

Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed

Fluent in the client’s industry and current events that can modify the coverages needed

Review changes in carrier offerings and policies and relay information to the larger service team

Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers

Facilitate and collaborate with account team on the agency’s renewal strategy

Provide clients with tailored EB programs and review methods of handling risks. Identifiy and explain gaps in program. Work with the producer to write new business

Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary

Other duties as assigned

Qualification

Client Service ManagementPropertyCasualty LicenseFinancial AcumenMicrosoft Office ProficiencyInsurance KnowledgeLeadershipCommunication SkillsMentorship

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

Property and Casualty License

Proficiency in Microsoft Office

Previous insurance knowledge and experience managing client relationships

Solid financial acumen