Client Service Manager II

Branch Surety Client Service Manager II

At Gallagher, you'll be backed by our digital ecosystem : a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.

Role Overview

The Branch Surety Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into the Regional Client Service Supervisor. The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Gallagher's value to our clients and prospects, achieving operating / margin targets and fostering a culture of performance and continuous improvement.

How You'll Make An Impact

Client Service : Handle daily client bond requests and all actions involved with Bond products. Daily communications with clients in collaboration with the Producer(s). Be proactive and anticipate the needs of the client and the Producer(s) while providing exceptional service.

Technical : Read financial statements. Understand construction bid requirements and specifications. Maintain current knowledge & demonstrate efficient use of Gallagher's client management systems resulting in compliance with service level standard. Timely management of correspondence as required by department, including email and document management system. Electronic file maintenance, issuance of surety bonds including bid, performance & payment, maintenance, commercial and renewal.

Marketing & Negotiating : Build and maintain relationships with surety underwriters by creating professional and complete submissions. Maintain knowledge of markets and carrier appetite. Exhibit skills necessary to negotiate desirable outcomes by anticipating carrier perspective.

About You

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. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Valid Property & Casualty insurance license. Previous experience in account management or client service within an insurance agency or brokerage. 3+ years experience, relating to Bonds specifically. Strong verbal and written skills including the ability to present and express surety concepts to non-industry personnel. Ability to shift focus and manage time in order to prioritize work load and to meet time sensitive deadlines.

Preferred : Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Ability to read financial statements, preferred. Understanding of construction bid requirements and specifications.

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

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to, previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. 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 Other benefits include : 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...

We Value Inclusion And Diversity

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.