Commercial Lines Client Service Manager - Private Equity

Gallagher · Walnut Creek, CA · 2 days ago

HybridBusiness DevelopmentFull-time

Manage the renewal process by gathering client information, analyzing their needs, and helping deliver timely, tailored solutions.
Identify gaps in coverage, review claims, secure existing business, and drive the sale of additional services and lines of coverage.
Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction.
Help your team address client risk management needs through consultative conversations and personalized strategies.
Mentor team members by delegating tasks, providing transparent feedback, encouraging continuous learning, and fostering professional growth.
Conduct regular audits to ensure compliance with regulations and maintain high service standards.
Maintain accurate and up-to-date client and policy data using Gallagher's systems.
Use Gallagher's technology to enhance productivity, streamline processes, and deliver quality results.
Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations.

A Bachelor's degree with 5+ years of client service management experience, or a high school diploma/GED with 8+ years of experience.
An active Property and Casualty Producer's License.
Proficiency with insurance document management software (EPIC) and Microsoft Office tools.
Strong technical insurance experience with middle-market insurance solutions and maintaining clients and carrier relationships.
CIC or ARM designations (preferred).
The ability to explain complex issues in simple terms, manage competing priorities, and work independently.

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