Client Service Manager II, Commercial Lines

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.

If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Executive to support our Employee Benefits department and deliver exceptional risk management solutions to our growing client base.

Our Account Executive will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients’ insurance programs.

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us!

Why This Role?

• Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
• Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
• Opportunity for upward mobility and advancement opportunities

• Client Support
  • Lead meetings with clients, including meetings at client locations.
  • Responsible for providing comprehensive client support and act as main client contact for book of business. Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications.
  • Effectively manage difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details.
  • Support in client retention by maintaining a positive relationship and image with clients.
• Account Management
  • Prepare for and lead open enrollment meetings.
  • Review and support in enrollment, benchmarking, financial and utilization data based on financial review standards.
  • Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and directed by.
• Agency management.
  • Own all audit, review and claims processes for assigned book of business.
  • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
  • Support maintenance of agency management system, communication system, and other tools.
• Insurance Expertise
  • Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed.
  • Fluent in the client’s industry and current events that can modify the coverages needed.
  • Review changes in carrier offerings and policies and relay information to the larger service team.
• Leadership
  • Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
  • Facilitate and collaborate with account team on the agency’s renewal strategy.
• Client Strategy
  • Provide clients with tailored EB programs and review methods of handling risks. Identifiy and explain gaps in program. Work with the producer to write new business.
  • Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary.
• Other duties as assigned.

Required:

Bachelor's degree with 3+ years client service and/or claims management…