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Private Client Service Manager

Location
Baton Rouge, Louisiana
Job Type
Permanent
Posted
2 Aug 2022
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
The Personal Lines Client Service Manager II, reporting to the Private Client Services Supervisor, acts as primary contact for High Net Worth clients and is responsible for the overall management of their personal insurance program. This role is responsible for staying abreast of changes in clients' lifestyle that impact their risk profile and coverages, conducting annual reviews of clients' insurance program, negotiating with carriers on client's behalf based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. In addition, this individual is responsible for new business generation - accomplished by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients.
Primary Areas of Focus:
  • Independently manages a book containing several High Net Worth clients with increasing complexity.
  • Acts as a strategic relationship manager and client liaison as well as a subject matter expert on private client carries, coverages and processes. May also act as a carrier liaison for private client carriers.
  • Grows revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk
  • Provides proactive, high-quality day-to-day client service by anticipating needs, enhancing AJG's value to our clients and prospects
  • Actively sources new clients Main Accountabilities:
  • Successfully grows and profitably manages an assigned group of client accounts
  • Builds relationships with existing clients by providing exceptional ongoing customer care
  • Reviews accounts' existing insurance program to determine if additional lines of insurance or limit increases should be solicited and then does so during each service contact
  • Actively seeks referrals from current client base to solicit new business prospects; follows up to generate new business
  • With the input and/or support of the Production team, drives the insurance program design, marketing and service strategy for their clients; Takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
  • Secures existing business and actively drives the sale of additional services and lines of coverage
  • Cultivates relationships with the buyer and/or their representative
  • Leads appropriate resources to address the client's risk management needs
  • Establishes effective relationships with markets, knowing which markets to use for certain risks, etc.
  • May partner with one or more Producers and typically is the first line of contact for the client
  • Coaches Client Service Managers and/or Associates through continuous learning, honest feedback, and strong talent development strategies
  • Resolves issues quickly in a manner that's appropriate for both the client and the Branch
  • Manages to defined service timelines and processes
  • Ensures that complete and accurate client and policy data and documents are maintained within the Gallagher systems
  • Escalates Issues as appropriate
  • Conducts periodic audits to ensure compliance to standards and service levels; Consistently adheres to service timelines and professional standards
  • Communicates with carriers

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.
  • Property & Casualty Insurance License.
  • Proficiency in Microsoft Office.
U.S. Eligibility Requirements:
  • Interested candidates must submit an application and resume/CV online to be considered
  • Are you 18 years of age or older or can you demonstrate legal capacity to enter a contract?
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure
Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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Details

  • Job Reference: 674988941-2
  • Date Posted: 2 August 2022
  • Recruiter: Gallagher
  • Location: Baton Rouge, Louisiana
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent