Client Services Manager

 Posted 3 hours ago
     
2-5 years experience
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AI Summary

The Client Services Manager serves as the primary point of contact for a portfolio of clients, managing relationships and delivering exceptional service. They are responsible for leading claims review meetings, analyzing data trends, and coordinating deliverables to ensure client satisfaction and retention.
Introduction

At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose.

Overview

This role manages a portfolio of moderately complex clients across multiple industries and locations, serving as the primary point of contact while building strong relationships, delivering exceptional service, and identifying opportunities to enhance client outcomes. Demonstrates strong analytical, project management, and client-facing skills by leading claims review meetings, presenting meaningful data insights, coordinating deliverables, supporting renewals, resolving client issues independently, and effectively communicating the value of services while staying informed on industry and company developments.

 


How you'll make an impact

  • May manage 25+ routine/moderately complex clients. 
  • Manages an assigned book of business, covering multiple industries and client locations, building, expanding, and solidifying relationships with existing clients. 
  • Primarily focused on delivering exceptional service to all clients within book. 
  • Solves common issues, identifies client concerns/opportunities and drives solutions with limited guidance. 
  • Serves as single point of contact for clients; highly responsive to requests and has demonstrated ability to solve common client service (e.g., banking, reports, etc.) providing leverage to his/her manager.
  • Develops client trust and confidence.  
  • Renews own accounts of low to moderate complexity with limited assistance. 
  • Organizes and leads effective group meetings on behalf of client (claims reviews). 
  • Facilitates discussions effectively, selling value of AJG services. 
  • Perceived as critical link between client, management and claims operations. 
  • Requires minimal levels of supervision in areas like responsiveness, renewal planning/delivery and analytics. 
  • Obtains data through internal tools and manipulates to identify trends and meaningful information for clients. 
  • Executes and presents analysis results proficiently. 
  • Demonstrates effective project management skills by conveying and managing what and when deliverables from others are needed. 
  • Stays current on company and industry developments.
  • Demontrates effective project management skills by conveying and managing what and when deliverables from others are needed.
  • Stays current on company and industry developments.

About You

Required: Bachelor's degree and 3 years related experience. Insurance license required. Solid understanding of risk, insurance, and claims. Often travels for client needs (e.g., claim reviews, stewardship discussions).



Preferred: Strong working knowledge of GB products and services. Has completed training and/or certification courses to demonstrate knowledge in these areas. Able to travel approximately 30% - 35%. Industry designations highly preferred.

Behaviors: Proficient in Excel and PowerPoint. Delivers all messages (written or verbally) in a concise, logical manner with focus on insights and decisions/action. Navigates nearly all sensitive situations with poise and confidence. Confident when communicating, often gets point across. Prioritizes work effectively. Can assess information (data, trends) and quickly identify the salient points for further investigation or discussion with client. Understands drivers of risk, key individuals within the company and industry/competitor developments. Can discuss client's business beyond claims. Robust understanding of risk, insurance and claim industry information and trends. Knows what to look for and why in given industry. Creates positive team environment for others, including adjuster team members.


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)

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