Client Service Manager III

GallagherIndianapolis, IN

About The Position

The Branch Client Service Manager III is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. The Branch Client Service Manager III directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Successfully and profitably manages an assigned group of accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing care. In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner. Secures existing business and drives the sale of additional services and lines of coverage. Cultivates relationships with the buyer in the client organization as well as with day-to-day client representatives and buyer. The Client Service Manager III title is determine based on factors including but not limited to total revenue under management, complexity, strategic accounts, etc.

Requirements

  • Bachelor's degree with 5+ years client service and/or claims management experience OR High School degree/GED with 10+ years client service and/or claims management experience.
  • 1+ years supervisory experience.
  • Appropriate licensing as required.
  • Proficient in using technology as a tool to maximize productivity and quality.
  • Strong written and verbal communication skills.
  • Comfortably engages others in consultative discussion.
  • Effectively manages/balances multiple and sometimes competing priorities.
  • Works in a self-directed manner.

Nice To Haves

  • Previous insurance knowledge and experience managing client relationships.
  • Solid financial acumen.

Responsibilities

  • Delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts.
  • Meeting or exceeding CSO revenue benchmark expectations.
  • Contributing to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to clients and prospects, achieving operating/margin targets, and fostering a culture of performance and continuous improvement.
  • Successfully and profitably managing an assigned group of accounts.
  • Building and solidifying relationships with existing clients by providing exceptional ongoing care.
  • Taking a leadership role in the renewal process in partnership with the Production team, ensuring the best possible solution is delivered to the client in a high-quality & timely manner.
  • Securing existing business and driving the sale of additional services and lines of coverage.
  • Cultivating relationships with the buyer in the client organization as well as with day-to-day client representatives and buyer.

Benefits

  • Medical/dental/vision plans, which start from day one!
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave
  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
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