Client Service Executive

Gallagher•Greenville, SC

About The Position

The Client Service Executive manages an assigned group of client accounts within a branch, expanding existing relationships and providing high-quality, efficient service to internal and external clients. The role supports business priorities across branch management, production, and client service, and contributes to revenue growth, retention, client satisfaction, operating and margin targets, and continuous improvement. The position includes counseling clients on additional insurance lines or increased limits based on their risk exposures; managing accounts profitably; providing ongoing customer care; seeking referrals; retaining existing business; and selling additional services and coverage. The role requires travel of up to 25% and appropriate licensing, including a Florida 2-20 License.

Requirements

Bachelor's degree and at least 5 years of client service and/or claims management experience, or a high school diploma/GED and at least 10 years of client service and/or claims management experience.
Must hold appropriate licensing as required, including a Florida 2-20 License.
Ability to travel up to 25% of the time.
Proficiency with Microsoft Office applications and using technology to maximize productivity and quality.
Previous experience managing client relationships.
Strong written and verbal communication skills.
Ability to build collaborative, mutually meaningful relationships with internal and external clients.
Ability to facilitate and/or lead group meetings with internal and external clients.
Ability to manage multiple and sometimes competing priorities.
Comfort analyzing and using data to make decisions, working self-directed, and serving as a role model for high performance and Gallagher's shared values.

Nice To Haves

Insurance knowledge.
Property and casualty (P&C) experience.
Solid financial acumen.

Responsibilities

Manage an assigned group of client accounts and expand existing client relationships.
Support the business priorities of Branch Managers, Production team members, and the client service function.
Counsel clients on additional insurance lines or limit increases appropriate to their risk exposures.
Deliver high-quality client service consistent with operational standards and practices.
Meet operational productivity and performance metrics.
Grow and profitably manage assigned client accounts.
Build relationships with existing clients through ongoing customer care.
Seek referrals from current clients to develop new business prospects.
Retain existing business and drive sales of additional services and lines of coverage.
Build collaborative relationships and facilitate or lead meetings with internal and external clients.
Balance multiple and competing priorities, use data to inform decisions, and work in a self-directed manner.