Client Service Manager

1 month ago

Metairie Louisiana, United States Gallagher Full time
About the Role

We are seeking a highly skilled Client Service Manager to join our global brokerage team at Gallagher. As a key member of our team, you will be responsible for the day-to-day account management of our relationships with assigned clients. Your primary role will be to support the senior servicing staff/service teams in identifying and meeting client needs, thereby retaining and growing a profitable book of business.

Key Responsibilities
  • Assist Senior Client Service Manager 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.
Requirements
  • Current Property and Casualty License.
  • Bachelor's degree with 3+ years client service and/or claims management experience-OR-High School degree/GED with 5+ years client service and/or claims management experience.
  • Preferred: Commercial (property/casualty) insurance knowledge and experience managing client relationships.
  • Solid financial acumen.
About Gallagher

Gallagher is a global insurance brokerage and risk management firm that has been leading the industry for over 95 years. We are committed to sustainability and to supporting the communities where we live and work. Our company values diversity and inclusion, and we strive to create a workplace that is welcoming and inclusive for all employees.

We believe that all persons are entitled to equal employment opportunity and prohibit any form of discrimination based on protected characteristics. We are an equal opportunity employer and welcome applications from diverse candidates.

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