[Hiring] Personal Lines Client Service Manager II @Gallagher

Role Description

We are seeking a Personal Lines Account Manager to join our growing team. We are looking for someone who can deliver exceptional customer service! This position involves managing a book of personal lines accounts based in Woodland Hills, California.

• Answering client phone and email inquiries related to insurance billing, coverage, pricing, claims, cancellations, endorsements, inspections, documentation requests, issues, concerns, etc.
• Maintains complete and accurate client and policy data and documents within Gallagher and affiliated carrier systems.
• Supports Gallagher growth initiatives by contributing to key business outcomes such as client satisfaction and client retention.
• Fostering a culture of performance and continuous improvement.
• Delivers consistent, high quality client service as defined by AJG operational standards and practices.
• Supports the business priorities of the Personal Lines team within Gallagher Global Brokerage.
• Successfully operates in a team environment to manage a group of accounts with relatively simple servicing needs.
• Builds rapport quickly with clients to identify needs in a clear, confident and friendly manner.
• Leverages systems, services and resources to execute work effectively and efficiently.
• Comfortably engages others in a consultative business-oriented discussion.
• Basic understanding of professional and industry standards/practices.
• Ability to learn and adapt to new systems, processes and skills quickly.
• Effectively manages/balances multiple and sometimes competing priorities.

Qualifications

• 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.
• Preferred: Previous experience managing client relationships.
• Insurance knowledge.
• Personal Lines experience preferred.

Requirements

• Works effectively in a team environment.
• Consistently delivers high quality work in a timely manner.
• Builds rapport quickly with external clients.
• Effectively balances a strong client focus with maximizing operational efficiency.
• Quickly determines critical issues, detail oriented.
• Solves problems quickly and focuses solutions on the root cause.

Benefits

We offer a competitive and comprehensive compensation package. 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.
• 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...