REMOTE - Client Service Manager II

Gallagher•Tampa, FL
•Remote

About The Position

As a Small Business Client Service Manager II, you will own commercial client portfolios and act as a strategic advisor. You will maintain and grow business by identifying opportunities, strengthening retention, and delivering tailored solutions aligned with client needs. The role requires thriving in a high-volume environment while balancing operational efficiency with a strong client experience. You will also elevate team performance by sharing best practices and championing innovation through technology and data-driven strategies.

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 continuously improve processes, leverage technology, and drive results in a fast-paced, evolving environment.

Responsibilities

  • Manage and grow a small business commercial portfolio, delivering high-quality service at scale.
  • Lead renewals independently, ensuring competitive and accurate solutions 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.

Benefits

  • Competitive compensation.
  • Comprehensive benefits programs designed to support well-being.
  • Career development opportunities and ongoing learning.
  • Collaborative, people-first culture with accessible leadership.
  • Opportunity to do meaningful work with global reach and local impact.
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