Client Service Manager II

Gallagher•Glens Falls, NY

15h

About The Position

As a Small Business Client Service Manager II, you’ll own complex client portfolios and act as a strategic advisor, not just maintaining business, but actively expanding it. By leveraging advanced tools and insights, you’ll act as a trusted advisor, uncovering growth opportunities, strengthening retention, and delivering tailored solutions aligned with client needs. Your ability to thrive in a high-volume environment will set the tone for operational excellence, balancing efficiency with an unwavering commitment to the client experience. You’ll elevate performance across the team, share best practices, and champion innovation through technology and data-driven strategies.

Requirements

2–3 years of experience in commercial insurance client service or account management, with a track record of independently managing moderately complex Small Business accounts
An active P&C license and a strong understanding of insurance products, coverage options, underwriting principles, and service processes
The ability to assess complex client needs and deliver tailored, value-driven solutions with confidence and precision
A consultative approach to engaging clients, building trust, and influencing decisions aligned with their goals
A proactive mindset for identifying opportunities to expand accounts, cross-sell, and strengthen relationships
Strong decision-making skills to resolve challenges effectively, always keeping client outcomes in focus
Exceptional organizational skills to manage multiple priorities while ensuring accuracy, compliance, and operational excellence
A natural ability to lead through influence, collaborate effectively, and share knowledge to elevate team performance
A forward-thinking mindset to continuously improve processes, leverage technology, and drive results in a fast-paced, evolving environment

Responsibilities

Manage and grow a Small Business portfolio, delivering high-quality service at scale
Lead complex renewals independently, ensuring competitive and accurate solutions aligned to client needs
Identify and pursue growth opportunities, supporting cross-sell initiatives and strengthening client relationships
Provide consultative guidance, helping clients understand risks and make informed decisions
Resolve complex service issues quickly, using sound judgment and accountability
Maintain operational excellence through compliance, accuracy, and continuous process improvement
Thrive in a high-volume environment while delivering a strong client experience
Support the team as an informal leader, sharing best practices and elevating performance
Leverage technology and data to improve efficiency and client outcomes
Drive retention, efficiency, and revenue through proactive service delivery