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Client Service Manager

2 months ago


Tulsa, Oklahoma, United States Gallagher Full time
About the Role

We are seeking a highly skilled and experienced Risk Management Specialist to join our global brokerage team at Gallagher. As a key member of our team, you will be responsible for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts.

Key Responsibilities
  • Contribute to key business outcomes such as client retention, client satisfaction, and enhancing AJG's value to our clients and prospects.
  • Assist underwriters in servicing and operational management of accounts.
  • Underwrite individual insurance applications to cover property and casualty with guidelines set for the issuance of policies on a standard or substandard basis.
  • Successfully and profitably manage an assigned group of accounts, building and solidifying relationships with existing clients by providing outstanding ongoing care.
  • In partnership with the Production team, take 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.
  • Secure existing business and drive the sale of additional services and lines of coverage.
  • Nurture relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers.
  • Provide support in servicing and management of accounts.
  • Direct team in problem-solving, issues resolution, and handle escalations directly when needed.
  • Work in collaboration with Team Leaders and staff to ensure we are operating within company policies and procedures and any external regulations.
Requirements
  • 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.
  • Producer's License (P&C).
  • Proficiency in Microsoft Office.
Preferred Qualifications
  • Previous insurance knowledge and experience reading and understanding policy language.
  • Detail-oriented, strong analytical skills.
  • Proficient in using technology as a tool to improve efficiency 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.
Benefits

We offer a wide range of benefits, including medical/dental/vision plans, life and accident insurance, 401(K) and Roth options, tax-advantaged accounts (HSA, FSA), educational expense reimbursement, paid parental leave, digital mental health services, flexible work hours, training programs, and more.

About Gallagher

Gallagher is a global insurance brokerage firm that values inclusion and diversity. We believe that all persons are entitled to equal employment opportunity and prohibit any form of discrimination based on protected characteristics. We are committed to creating a workplace that is inclusive and respectful of all employees, and we strive to make a positive impact in the communities where we live and work.