Client Service Manager - Personal Lines

Gallagher

  • Portland, OR
  • Permanent
  • Full-time
  • 2 months ago
IntroductionIndulge 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.
OverviewWe are seeking a Client Service Manager to join our growing team in our personal lines team who can deliver exceptional customer service! 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 sales team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.The ideal candidate will have a proven track record of working with high net worth clients and carriers, providing exceptional service and customized solutions to meet their complex needs.
How you'll make an impactThe Branch Client Service Manager is accountable 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 within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. The Branch Client Service Manager directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Successfully and profitably manages an assigned group of accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing care. In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner. Secures existing business and drives the sale of additional services and lines of coverage. Cultivates relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers.How will you affect the business?
  • Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in a high quality and timely manner.
  • Develop and maintain strong relationships with high net worth clients, understanding their unique insurance needs and providing tailored solutions
  • Secure existing business and drive the sale of additional services and lines of coverage.
  • Nurture relationships with your buyer in the client organization as well as with day-to-day client representatives.
  • Guide your team members in addressing a client’s risk management needs through consultative conversations.
  • Mentor Client Service team members through continuous learning, transparent feedback, and strong talent development.
  • Conduct periodic audits to ensure compliance standards and service levels are met.
  • Maintain accurate client and policy data and documents within the Gallagher system.
  • Use Gallagher's technology to improve productivity and quality.
  • Effectively manage multiple competing priorities.
#LI-LO1About YouSkills for Success:
  • Develop professional relationships with internal and external partners
  • Utilize your resilient and adaptable mentality in the face of shifting priorities
  • Eagerness to collaborate with all Gallagher teams and employees!
Requirements:
  • A minimum of 3+ years client service in personal lines
  • Property and Casualty Insurance License
  • Strong knowledge of insurance products and carrier relationships, particularly in the context of serving high net worth individuals and families.
  • Excellent communication and interpersonal skills.
Compensation and benefitsOn 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 diversityto review our U.S. Eligibility Requirements and Pay Disclosure StatementInclusion 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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