Client Services Manager, Carrier Practice

Arthur J Gallagher & Co. • Dallas, TX

69d

About The Position

This role manages a portfolio of 25+ routine to moderately complex clients across multiple industries and locations, focusing on building strong relationships and delivering exceptional service. Responsibilities include resolving common issues, identifying client concerns, and driving solutions with minimal guidance. The position serves as the primary point of contact for clients, ensuring responsiveness and effective problem-solving while supporting renewal efforts for accounts of low to moderate complexity. It requires strong organizational skills to lead client meetings, facilitate discussions, and present analysis results using internal tools to identify trends and insights. The ideal candidate demonstrates project management expertise, stays current on industry developments, and effectively communicates the value of company services.

Requirements

• Bachelor's degree and 3 years related experience.
• Insurance license required.
• Solid understanding of risk, insurance, and claims.
• Often travels for client needs (e.g., claim reviews, stewardship discussions).

Nice To Haves

• Strong working knowledge of GB products and services.
• Has completed training and/or certification courses to demonstrate knowledge in these areas.
• Able to travel approximately 30% - 35%.
• Industry designations highly preferred.
• Proficient in Excel and PowerPoint.
• Delivers all messages (written or verbally) in a concise, logical manner with focus on insights and decisions/action.
• Navigates nearly all sensitive situations with poise and confidence.
• Confident when communicating, often gets point across.
• Prioritizes work effectively.
• Can assess information (data, trends) and quickly identify the salient points for further investigation or discussion with client.
• Understands drivers of risk, key individuals within the company and industry/competitor developments.
• Can discuss client's business beyond claims.
• Robust understanding of risk, insurance and claim industry information and trends.
• Knows what to look for and why in given industry.
• Creates positive team environment for others, including adjuster team members.

Responsibilities

• May manage 25+ routine/moderately complex clients.
• Manages an assigned book of business, covering multiple industries and client locations, building, expanding, and solidifying relationships with existing clients.
• Primarily focused on delivering exceptional service to all clients within book.
• Solves common issues, identifies client concerns/opportunities and drives solutions with limited guidance.
• Serves as single point of contact for clients; highly responsive to requests and has demonstrated ability to solve common client service (e.g., banking, reports, etc.) providing leverage to his/her manager.
• Develops client trust and confidence.
• Renews own accounts of low to moderate complexity with limited assistance.
• Organizes and leads effective group meetings on behalf of client (claims reviews).
• Facilitates discussions effectively, selling value of AJG services.
• Perceived as critical link between client, management and claims operations.
• Requires minimal levels of supervision in areas like responsiveness, renewal planning/delivery and analytics.
• Obtains data through internal tools and manipulates to identify trends and meaningful information for clients.
• Executes and presents analysis results proficiently.
• Demonstrates effective project management skills by conveying and managing what and when deliverables from others are needed.
• Stays current on company and industry developments.
• Demontrates effective project management skills by conveying and managing what and when deliverables from others are needed. Stays current on company and industry developments.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Number of Employees: 5,001-10,000 employees