What are the responsibilities and job description for the Client Service Manager I, Private Client position at Edelweiss Gallagher Insurance Brokers Ltd.?
Introduction
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How You'll Make An Impact
The Client Service Manager I supports the service team to ensure efficient daily operations. They assist CSM II’s and CSM III’s with managing with the day-to-day account management of their assigned book. These accounts will vary in size and complexity from moderate to highly complex. This role directly contributes to key business outcomes such as client retention, satisfaction, and enhancing AJG's value to our clients and prospects.
They will strengthen relationships with existing clients through exceptional ongoing care while gaining expertise in the specialized insurance and risk management needs of high-net-worth individuals, with the goal of advancing into an Advisor role.
Key Responsibilities
Required: Bachelor's degree with 0 years client service and/or claims management experience -OR- High School degree/GED with 3 years client service and/or claims management experience. Producer's License. Proficiency in Microsoft Office. Appropriate licensing as required.
Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
Compensation And Benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
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 person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How You'll Make An Impact
The Client Service Manager I supports the service team to ensure efficient daily operations. They assist CSM II’s and CSM III’s with managing with the day-to-day account management of their assigned book. These accounts will vary in size and complexity from moderate to highly complex. This role directly contributes to key business outcomes such as client retention, satisfaction, and enhancing AJG's value to our clients and prospects.
They will strengthen relationships with existing clients through exceptional ongoing care while gaining expertise in the specialized insurance and risk management needs of high-net-worth individuals, with the goal of advancing into an Advisor role.
Key Responsibilities
- Maintain accurate and organized client files and records,
- Assist in the preparation and processing of insurance applications, renewals, summaries of insurance and endorsements.
- Assist with Annual Review process including quoting and remarketing
- Ensure compliance with company policies and industry regulations in all documentation
- Support the team in coordinating and executing insurance-related projects and initiatives
- Collaborate with team members to improve processes and enhance service delivery
- Perform other duties as assigned to support the team
Required: Bachelor's degree with 0 years client service and/or claims management experience -OR- High School degree/GED with 3 years client service and/or claims management experience. Producer's License. Proficiency in Microsoft Office. Appropriate licensing as required.
Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
Compensation And Benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
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...
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
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 person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
