
Client Service Manager
- Lafayette, LA
- Permanent
- Full-time
OverviewWe are looking for a Client Service Manager who will be responsible for the day-to-day, account management of Gallagher’s relationships with assigned clients as their primary role. You will support the senior servicing staff/service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the value Gallagher delivers to clients.
How you'll make an impactWhat a day will look like
- 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.
- Strong technical property and casualty knowledge
- Background in account management, servicing, placement and negotiation of property and casualty coverages
- Ability to solve problems and think independently
- Strong written and verbal communication skills
- Ability to pay attention to detail while working under pressure
- Ability to organize, prioritize, monitor and control workflow, with close attention to deadlines
- Be energetic/have a sense of urgency
- Current Property and Casualty License.
- Bachelor’s degree with 3+ years client service management experience-OR-High School degree/GED with 5+ years client service management experience.
- Commercial (property/casualty) insurance knowledge and experience managing client relationships.
- Solid financial acumen.
- Proficient in using technology as a tool to maximize productivity and quality.
- Strong written and verbal communication skills.
- Comfortably engage others in consultative discussion.
- Effectively manages/balances multiple and sometimes competing priorities.
- Works in a self-directed manner.
- 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...