Client Service Manager - South Burlington, United States - Gallagher

Description

About Us:

At Artex, we defy convention and reimagine the possibilities of risk management. Join a team of passionate visionaries, where creativity knows no bounds, and innovative thinking shapes the future. As part of our global family, you'll unlock your potential, turning challenges into opportunities, and creating an impact on a global scale. Dare to innovate, and together, we'll craft a legacy of transformation.

We believe that every candidate brings something special to the table, including you So, even if you feel that youre close but not an exact match, we encourage you to apply.

The Client Services Managers job is to service insurance clients assigned to him/her, support the service provided to clients assigned to other Account Managers, to improve client relationships and the Companys performance.

• Maintain client accounting records.
• Produce un-audited financial statements for clients on a quarterly or monthly basis, and working with the clients auditor to assist the efficient completion of the annual audited financial statements.
• Monitor investment returns and/or make investments, as requested by clients.
• Prepare statistical analyses (e.g. loss triangulation) and reports (e.g. budget comparisons or projections) as required by clients.
• Liaise with the Cayman Islands Monetary Authority (CIMA), and making informational or obligatory filings to CIMA and the Registrar of Companies on clients behalf.
• Issue notices of meetings of shareholders, directors or any committees of clients, attend meetings and drafting minutes, as required.
• Attend to all other day-to-day activities of clients. This may extend from arranging meeting accommodations to liaising with the clients other consultants (e.g. lawyers, brokers, investment advisers, claims assessors, actuaries, tax professionals, etc.).
• Provide registered office facilities, as required under the Companies Law, provision of officers and maintenance of statutory records.
• Ensure compliance with all applicable statutory and Group regulations.
• Promote an environment that supports diversity and reflects the Artex brand.
• Complete other responsibilities, as assigned.
• Supervise and mentor junior staff as required.
• Provide training to junior and other staff as required.

Manage Risk

• Be knowledgeable of and in compliance with, all regulatory and compliance requirements that are specifically related to your role.
• Understand and manage all operational risks affecting your area of responsibility, including by maintaining adequate internal controls.
• Maintain Artex internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators and compliance reviews of your areas of responsibility and thus strive to achieve on-going satisfactory results. Maintain adequate control between audits, exams and compliance reviews.
• Implement the Group Compliance Policy, as applicable to your role.
• Be aware of the Operational Risk associated with your role, and ensure that all actions during your employment with Artex take account of the likelihood of operational risk occurring.
• Adhere strictly to compliance and operational risk controls in accordance with Artex and regulatory standards, policies and practices, report control weaknesses, compliance breaches and operational loss events.

Observe Internal Controls

• Report issues and operational loss events. Abide by human resources and other Artex policies in support of our ethical and respectful work environment.

Required: Bachelor's degree wit 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.

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.

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 youll 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

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and its 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.