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Gallagher · 6 hours ago

Client Service Manager II, Commercial Lines

Lexington, KY

Full-time

Onsite

Mid, Senior Level

3+ years exp

Gallagher is a leading insurance brokerage that helps clients face risk with confidence. The Client Service Manager II will provide exceptional client support, manage insurance programs, and deliver risk management solutions while collaborating with the sales team and mentoring junior staff.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management

Responsibilities

Lead meetings with clients, including meetings at client locations

Responsible for providing comprehensive client support and acts as main client contact for book of business

Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios

Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans 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

Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in underwriting practices; able to manage underwriting relationships

Fluent in the client’s industry and current events that can modify the coverages needed

Review changes in carrier offerings and policies and relays information to the larger service team

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

Provide clients with Insurance Coverage Review and reviews methods of handling risks. Identify and explain gaps in coverage. Work with the producer to write new business

Attend carrier functions to learn new coverage options and risk assessment strategies

Conduct book reviews to determine which accounts need an in-person risk assessment or client meeting to support agency retention

Other duties as assigned

Some travel may be required

Qualification

Client service experienceInsurance knowledgeProducer's LicenseMicrosoft Office proficiencyEPIC experienceFinancial acumenCommunication skillsTeam collaboration

Required

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

Proficiency in Microsoft Office

Appropriate licensing as required

Previous insurance knowledge and experience managing client relationships

Solid financial acumen