Client Services Manager - Carrier Practice

Gallagher•Rolling Meadows, IL

19d

About The Position

The Client Services Manager manages a diverse book of 25 or more clients across multiple industries and locations. The role serves as a trusted advisor and primary point of contact, delivering exceptional service, building strong relationships, and supporting successful client outcomes. The manager uses analytics, project management, and problem-solving skills to identify trends, lead client meetings, support renewals, and collaborate with internal teams on solutions that meet clients’ evolving needs. This role may manage routine to moderately complex clients and is expected to work with limited guidance and minimal supervision in areas such as responsiveness, renewal planning, delivery, and analytics. It acts as a critical link between clients, management, and claims operations, and often travels to meet client needs.

Requirements

Bachelor's degree.
Three years of related experience.
Insurance license.
Solid understanding of risk, insurance, and claims.
Proficiency in Excel and PowerPoint.
Ability to communicate written and verbal messages concisely and logically, focusing on insights and decisions or actions.
Ability to navigate sensitive situations with poise and confidence.
Ability to prioritize work effectively.
Ability to assess data and trends and identify salient points for further investigation or client discussion.
Understanding of risk drivers, key individuals within a company, and industry and competitor developments.
Ability to discuss clients’ businesses beyond claims and understand relevant industry, risk, insurance, and claims trends.
Ability to create a positive team environment for others, including adjuster team members.

Nice To Haves

Strong working knowledge of Gallagher Bassett products and services.
Training and/or certification courses demonstrating relevant knowledge.
Ability to travel approximately 30%–35%.
Industry designations.

Responsibilities

Manage an assigned book of business across multiple industries and client locations, building and strengthening relationships with existing clients.
Deliver exceptional service to clients and serve as their primary point of contact.
Resolve common issues, identify client concerns and opportunities, and drive solutions with limited guidance.
Respond to client requests and resolve common client service issues, including banking and reporting matters.
Build client trust and confidence.
Renew accounts of low to moderate complexity with limited assistance.
Organize and lead client group meetings, including claims reviews.
Obtain data through internal tools, analyze it to identify trends and meaningful information, and present analysis results to clients.
Manage project deliverables by communicating what is needed from others and when.
Stay current on company and industry developments.
Travel for client needs, such as claim reviews and stewardship discussions.