Client Service Manager

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. 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. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

The Branch 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 either the Branch Client Service Supervisor or Team Lead. The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.

• Successfully and profitably manages an assigned group of small business sized accounts focused on emerging tech and life sciences.
• Builds and solidifies relationships with existing internal and external clients as well as carrier personnel by providing exceptional ongoing care.
• In partnership with the Production team, takes a proactive role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner.
• Secures existing business and drives the sale of additional services and lines of coverage.
• Cultivates relationships with your buyer in the client organization as well as with day-to-day client representatives.
• Partner with your team members in addressing a client’s risk management needs through consultative conversations.
• Maintains files with proper records according to company procedures.
• Follows company procedures in order to achieve positive periodic audit results & ensure compliance standards and service levels are met.
• Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner within the Gallagher system.
• Leverages technical knowledge to ensure carrier quotes are received in a timely fashion
• Reviews quotes for gaps and assists with inquiries from the carrier.
• Attend training and seek self-directed learning to continue education in industry and technical knowledge.

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.
• Property and Casualty Insurance License
• Ability to travel locally up to 5% of the time for training or client visits.
• Proficiency in Epic (Applied Systems) , CSR24, DMS, plus Microsoft suite, & Indio

Preferred:

• Previous insurance knowledge, particularly in emerging tech & life sciences
• Experience managing client relationships
• Solid financial acumen

Skills for success:

• You possess strong communication skills that will allow you to build professional relationships with both internal and external partners. We are a collaborative team and look for teammates who understand the importance of deadlines and are open to constructive feedback.
• Adaptable and comfortable working in an environment that requires balancing multiple priorities in any given day
• You actively seek to develop your professional skills and improve efficiency
• You are innovative and rarely satisfied with the status quo! You love to generate new and practical ideas and aim to continuously improve
• A desire to learn Gallagher’s tools, systems, and shared resources

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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

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.