• Assess clients’ needs, strengths, and goals to determine eligibility • Develop and regularly review Individualized Service Plans (ISPs) • Coordinate multidisciplinary care and maintain communication with stakeholders • Ensure all documentation is accurate and compliant • Monitor progress and adapt plans as needed • Uphold Medicaid waiver program requirements • Advocate for clients within healthcare and community systems • Participate in training and quality improvement initiatives • Collaborate with providers to deliver holistic support

Role Description We are seeking a Personal Lines Account Manager to join our growing team. We are looking for someone who can deliver exceptional customer service! This position involves managing a book of personal lines accounts based in Woodland Hills, California. - Answering client phone and email inquiries related to insurance billing, coverage, pricing, claims, cancellations, endorsements, inspections, documentation requests, issues, concerns, etc. - Maintains complete and accurate client and policy data and documents within Gallagher and affiliated carrier systems. - Supports Gallagher growth initiatives by contributing to key business outcomes such as client satisfaction and client retention. - Fostering a culture of performance and continuous improvement. - Delivers consistent, high quality client service as defined by AJG operational standards and practices. - Supports the business priorities of the Personal Lines team within Gallagher Global Brokerage. - Successfully operates in a team environment to manage a group of accounts with relatively simple servicing needs. - Builds rapport quickly with clients to identify needs in a clear, confident and friendly manner. - Leverages systems, services and resources to execute work effectively and efficiently. - Comfortably engages others in a consultative business-oriented discussion. - Basic understanding of professional and industry standards/practices. - Ability to learn and adapt to new systems, processes and skills quickly. - Effectively manages/balances multiple and sometimes competing priorities. Qualifications - 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. - Proficiency in Microsoft Office. - Appropriate licensing as required. - Preferred: Previous experience managing client relationships. - Insurance knowledge. - Personal Lines experience preferred. Requirements - Works effectively in a team environment. - Consistently delivers high quality work in a timely manner. - Builds rapport quickly with external clients. - Effectively balances a strong client focus with maximizing operational efficiency. - Quickly determines critical issues, detail oriented. - Solves problems quickly and focuses solutions on the root cause. Benefits We offer a competitive and comprehensive compensation package. 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...

• Design and execute targeted sales campaigns • Engage and grow communities • Build and manage a robust sales pipeline • Develop strong partnerships

Role Description Responsible for designing, implementing, and continuously enhancing a scalable Treasury Management servicing model that supports client segmentation across Wholesale Banking. The position partners closely with Sales, Product, and Operations teams to deliver differentiated client experience aligned to segment, industry vertical, and client complexity. - Design and implement a segmented Treasury Servicing model aligned to: - Client size (Middle Market, Corporate, etc.) - Industry verticals (e.g., CRE, Non-Profit, etc.) - Product Complexity - Define coverage model, service tiers and client ownership across lifecycle - Establish and track: - SLA / Service Standards - Client satisfaction - Response and resolution times - Use above data to identify servicing gaps and drive continuous improvement - Process Improvement & Transformation -> Lead initiatives to: - Automate servicing workflows - Reduce manual intervention - Direct servicing activities for Treasury Management clients ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services. This team acts as the primary point of contact for commercial clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance. - Participates in User Acceptance/End User Training (UAT) when related to Treasury Management systems. - Communicate updates, changes, and enhancements to clients and internal stakeholders appropriately - Support cross-functional initiatives to improve Treasury client experience and operational efficiency Qualifications - High school diploma or GED required. Undergraduate degree preferred - 10+ years of Treasury Management experience - 5 years of management experience - CTP, AAP, NCP preferred - Ability to build and maintain strong, positive working relationships at all functional levels - Proven leadership, teaching and training skills - Strong knowledge of Treasury Management products and services - Excellent communication, interpersonal, and problem-solving skills - High attention to detail and accuracy in processing - Ability to work effectively in a fast-paced, deadline-driven environment - Customer service–oriented with a collaborative, team-based approach Benefits - Competitive total compensation package based on pay scale - Incentive opportunities - Remote work available Company Description Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. - Dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. - Prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. - Recognized by various publications as among the Top Workplaces and Best Banks. - Recruits and retains diverse and talented team members.