Personal Lines Client Service Manager

4 weeks ago

Costa Mesa California, United States Gallagher Full time
About Us:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

 

We believe that every candidate brings something special to the table, including you So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview:
We are seeking a Personal Lines Client Service Manager to join our growing team Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking for people who are passionate about building relationships with clients, will collaborate with the team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide. This is a full-time hybrid opportunity based in our Costa Mesa, CA Office. This role operates on a hybrid work schedule with 3 days remote and 2 days in the office. The typical working hours are Monday through Friday from 8:30 am until 5:30 pm.

Responsibilities:
Provide service to existing clients-identifying and assessing customer needs to achieve satisfaction.

Answer questions related to policy endorsements, acquiring inspections or appraisals, remarketing etc.

Research and respond to inquiries via phone, client walk-ins, chat and email to provide policy and/or claims information and work diligently to come up with a resolution.

Discuss different types of policies including auto, homeowners, and umbrella policies.

Secure existing business and drive the sale of additional services and lines of coverage.

Maintain accurate client and policy data and documents within the Gallagher system.

Use Gallagher's technology such as Applied Epic to improve productivity and quality.

Effectively manage multiple competing priorities on a daily basis.

Qualifications:
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.

Active Producer's license.

Strong written and verbal communication skills.

Proficient in using technology as a tool to maximize productivity and quality.

Nice to have:

2+ years of prior experience providing client facing customer service in the insurance industry.

Knowledge of Mercury Insurance.

Currently licensed in P&C.

Working knowledge of Applied Epic.

 

#LI-TW1

#LI-Hybrid

Additional Information:
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

 Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

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

Other benefits include:

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...

We value inclusion and diversity

to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

 

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