George T. Crim
Hyde Park,MA
Summary
Accomplished Senior Client Service Manager with over two decades of experience in commercial insurance and risk management. Expert in overseeing client service operations, ensuring accuracy in policy administration, and leveraging technology to streamline workflows.
Ability to mentor and develop high-performing teams, foster strong client relationships, and collaborate with sales to secure renewals and drive growth. Skilled in negotiating with carriers, identifying coverage gaps, and delivering strategic solutions that enhance client satisfaction and retention.
Overview
18
18
years of professional experience
Work History
Senior Client Service Manager
A.J. Gallagher Risk Services
01.2025 - Current
- Maintain accurate client and policy data and documents within Gallagher systems, utilizing the latest technology to enhance productivity and quality.
- Mentor Client Service team members through continuous learning, transparent feedback, and robust talent development.
- Maintain accurate client and policy data and documents within Gallagher systems, utilizing the latest technology to enhance productivity and quality.
- Build and nurture strong relationships with clients and collaborate with the sales team to achieve collective goals.
- Secure existing business and drive the sale of additional services and lines of coverage.
- Managed approximately 50 incoming calls, emails, and faxes per day from customers
- Mentored junior staff, providing guidance on best practices for client engagement and service delivery.
- Managed high-profile accounts, ensuring personalized service and proactive communication throughout engagements.
- Provide the same services listed in previous positions below.
Commercial Lines Account Manager
Knapp Schenck/Cross Ins.
01.2020 - 01.2025
- Assist the sales executives in marketing and servicing a large book of business, and identify cross-selling opportunities.
- Responsibilities include creating submissions, analyzing loss information with the customer, and creating effective proposals.
- Controlling the client service process, including: execution of written service procedures, identifying coverage gaps, discussing pricing and risk management program options, addressing changes in exposure, claims history, billing, and marketing strategy.
- Pre-underwrite commercial accounts within the company, delegated underwriting authority, guidelines, and procedures.
- Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, visitations, and good negotiations.
- Developed and maintained strong client relationships, enhancing customer satisfaction and retention rates.
- Developed and maintained a client base, resulting in 95% portfolio retention.
Sr. Commercial Lines Account Executive
Lighthouse Insurance Agency, LTD
04.2008 - 12.2019
- Assist the sales executives in marketing and servicing a large book of business and identify cross-selling opportunities.
- Responsibilities include creating submissions, analyzing loss information with the customer, and creating effective proposals.
- Controlling the client service process, including: execution of written service procedures, identifying coverage gaps, discussing pricing and risk management program options, addressing changes in exposure, claims history, billing, and marketing strategy.
- Pre-underwrite commercial accounts within the company, delegated underwriting authority, guidelines, and procedures.
- Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, visitations, and good negotiations.
- Successfully managed portfolio of high-value accounts, maintaining focus on customer satisfaction and account growth.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Education
B.S. - Design Engineering with a Mechanical concentration
Wentworth Institute of Technology
Boston, Ma08.2000
Skills
- Word
- Power Point
- AMS (Sagitta)
- Applied (TAM)
- AMS360
- EPIC
- Excel
- Team Mentoring & Talent Development
- Workflow Optimization & Process Improvement
- Service Procedure Execution
Timeline
Senior Client Service Manager
A.J. Gallagher Risk Services
01.2025 - Current
Commercial Lines Account Manager
Knapp Schenck/Cross Ins.
01.2020 - 01.2025
Sr. Commercial Lines Account Executive
Lighthouse Insurance Agency, LTD
04.2008 - 12.2019
B.S. - Design Engineering with a Mechanical concentration
Wentworth Institute of Technology
Designations
- P&C Brokers License
- ARM
- AAI
- Working on CPCU
Salary Requirement
105000, 110000
Personal Information
Title: Senior Client Service Manager
Interests
- Reading
- Health and Fitness