Client Service Manager II

Overview

As part of our continued growth, we are building a talent pipeline for future opportunities. While this role is not currently open, we welcome the opportunity to connect with strong talent for upcoming needs.

How You'll Make An Impact

• Client Relationship Management: Build and nurture relationships with High Net Worth clients, providing proactive, high-quality service that anticipates their needs.
• Counsel clients on additional lines of insurance or limit increases to address their unique exposures.
• Actively seek referrals from existing clients and centers of influence to generate new business opportunities.
• Leadership in Insurance Strategy: Take charge of the renewal process, ensuring timely delivery of the best solutions tailored to each client’s needs.
• Collaborate with Producers and lead the design, marketing, and service strategy for client insurance programs.
• Cultivate strong relationships with carriers, leveraging your knowledge to secure the best coverage options for clients.
• Stay informed about market trends and know which carriers are best suited for specific risks.
• Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth.
• Ensure accurate client and policy data is maintained within Gallagher systems.
• Leverage shared services to maximize efficiency.
• Conduct audits to ensure compliance with service standards and timelines.

About You

• Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
• 1+ years supervisory experience.
• Appropriate licensing as required.
• Prioritize: Previous insurance knowledge and experience managing client relationships.
• Strong financial acumen.

Behaviors

• You’re passionate about delivering exceptional service and building lasting relationships.
• You thrive in a fast-paced environment and excel at managing large accounts with frequent client contact.
• You’re a strategic thinker with a knack for identifying opportunities to grow revenue and enhance client satisfaction.
• You’re a skilled negotiator with deep market knowledge and the ability to secure the best solutions for your clients.
• You’re tech-savvy and detail-oriented, ensuring seamless operations and compliance.

Compensation And Benefits

• 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.
• 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