Client Service Manager, Personal Lines jobs in United States
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Gallagher · 21 hours ago

Client Service Manager, Personal Lines

Gallagher is a leading insurance broker committed to helping clients manage risk effectively. The Client Service Manager in Personal Lines will support the Personal Lines department by managing client relationships and providing exceptional risk management solutions.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote

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 transactions to generate billing invoices in a timely manner
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 service experienceProducer's LicenseMicrosoft Office proficiencyInsurance knowledgeFinancial acumenCommunication skillsSelf-directed learning

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
Producer's License
Proficiency in Microsoft Office
Appropriate licensing as required

Preferred

Previous insurance knowledge and experience managing client relationships
Solid financial acumen

Benefits

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
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...

Company

Gallagher

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Gallagher is an international insurance brokerage and risk management services firm.

H1B Sponsorship

Gallagher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)

Funding

Current Stage
Public Company
Total Funding
$9.7B
2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO

Leadership Team

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Alec Herring
Area Senior Vice President
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Mark Gresser
Executive Vice President
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Company data provided by crunchbase