Client Service Manager II

Gallagher•San Antonio, TX

About The Position

As a Small Business Client Service Manager II at Gallagher, you will own commercial client portfolios and act as a strategic advisor, expanding business as well as maintaining it. You will use the company’s tools and insights to identify growth opportunities, strengthen retention, and deliver tailored solutions aligned with client needs. Success requires thriving in a high-volume environment while balancing operational efficiency with a strong client experience. The role also supports team performance by sharing best practices and championing innovation through technology and data-driven strategies. Gallagher describes its culture as grounded in teamwork and integrity, with a commitment to doing the right thing, encouraging curiosity, and empowering colleagues to take ownership of their careers.

Requirements

At least 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.
Ability to assess complex client needs and deliver tailored, value-driven solutions with confidence and precision.
Consultative approach to engaging clients, building trust, and influencing decisions aligned with their goals.
Proactive mindset for identifying opportunities to expand accounts, cross-sell, and strengthen relationships.
Strong decision-making skills to resolve challenges effectively while keeping client outcomes in focus.
Exceptional organizational skills to manage multiple priorities while ensuring accuracy, compliance, and operational excellence.
Ability to lead through influence, collaborate effectively, and share knowledge to elevate team performance.
Forward-thinking mindset to improve processes, leverage technology, and drive results in a fast-paced, evolving environment.

Responsibilities

Manage and grow a small business commercial portfolio while delivering high-quality service at scale.
Lead renewals independently and ensure solutions are competitive, accurate, and aligned with client needs.
Identify and pursue growth opportunities, support cross-sell initiatives, and strengthen client relationships.
Provide consultative guidance to help 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 by 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.