What are the responsibilities and job description for the Client Manager position at Gallagher Benefit Services?
Introduction
How you'll make an impact
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 Director or the Branch Client Service Supervisor.
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 accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing care.
In partnership with the Production team, takes a leadership 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 the buyer in the client organization as well as with day-to-day client representatives and buyers.
About You
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. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.
Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
How you'll make an impact
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 Director or the Branch Client Service Supervisor.
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 accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing care.
In partnership with the Production team, takes a leadership 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 the buyer in the client organization as well as with day-to-day client representatives and buyers.
About You
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. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.
Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time Off