Demo

Client Service Manager II

Edelweiss Gallagher Insurance Brokers Ltd.
Walnut Creek, CA Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 3/13/2025
Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

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 Client Service Manager will support the Surety Team.

Key Responsibilities

How you'll make an impact

  • 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 encouraging 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 outstanding 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.
  • Nurtures relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers.

Required

About You

  • 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 (P&C).
  • Proficiency in Microsoft Office.

Preferred

  • Surety experience.
  • Previous insurance knowledge and experience managing client relationships.
  • Solid financial competence.
  • Proficient in using technology as a tool to improve efficiency 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

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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

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.

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