Director Of Client Services (In-Force Policy Management) (Onsite)

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
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.
Overview
Cohn Financial (CFG) is a Gallagher company focusing on complex life insurance solutions for high net worth individuals/families, as well as executive benefit plans for corporate clients who desire to retain and attract top talent.
As the Director of Client Services, you will be responsible for overseeing and delivering an outstanding client experience at Cohn Financial Group! You will lead a team of Client Services Associates in providing exceptional service to our clients and advisors, building strong relationships, and ensuring their needs are met. You will play a crucial role in shaping the client service strategy, driving growth, and fostering client loyalty.
How you'll make an impact
Leadership and Team Management:

• Lead, mentor, and manage a team of Client service associates
• Set performance goals, supervise progress, and provide regular feedback.
• Foster a culture of excellence and continuous improvement within the Client Services team.

Client Relationship Management:

• Build and maintain positive relationships with key clients and our advisors
• Act as a point of escalation for sophisticated issues, ensuring resolution
• Develop and implement service standards and strategies to improve client happiness and retention.

Client Service Strategy:

• Collaborate with advisors and senior management to define and execute the client service strategy
• Identify opportunities for process improvement
• Develop and implement service policies and procedures

Compliance and Oversite

• Ensure that service operations enforce to industry regulations and compliance standards
• Stay up-to-date with MHS compliance and communication requirements

About You
Required: Bachelor's degree and 5 years in the Life Insurance industry is required. Excellent knowledge of the insurance brokerage business.
Preferred:
Solid understanding of all life insurance products including variable policies
Strong understanding of inforce Policy Management and service
Experience with both individually underwritten policies and multi-life plans is strongly preferred
Proven leadership abilities
Excellent communication, problem solving, and conflict resolution abilities
Ability to make decisions and a dedication to delivering outstanding client service
Insurance license or security license, series 7 or series 63.
#LI-PF1
#LI-Onsite
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

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 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.