Commercial Lines Client Service Manager

GallagherWalnut Creek, CA
Hybrid

About The Position

At Gallagher, we’re looking for a Property and Casualty licensed Commercial Lines Client Service Manager to join our middle market team focusing on California clients 100,000 and larger in revenue. In this role, you’ll work closely with clients and colleagues to provide exceptional service and deliver tailored insurance solutions. You’ll help build strong relationships, solve challenges, and ensure every interaction both internally and externally adds value. This is your opportunity to grow your career while making a meaningful impact.

Requirements

  • A Bachelor’s degree with 5+ years of client service management experience, or a high school diploma/GED with 8+ years of experience.
  • An active California Property and Casualty Producer’s License.
  • Proficiency with insurance document management software (EPIC) and Microsoft Office tools.
  • Strong technical insurance experience with middle to large, California clients and carrier relationships.
  • The ability to explain complex issues in simple terms, manage competing priorities, and work independently.

Nice To Haves

  • CISR or CIC designations (preferred).

Responsibilities

  • Manage the renewal process by gathering client information, analyzing their needs, and helping deliver timely, tailored solutions.
  • Identify gaps in coverage, review claims, secure existing business, and drive the sale of additional services and lines of coverage.
  • Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction.
  • Help your team address client risk management needs through consultative conversations and personalized strategies.
  • Mentor team members by delegating tasks, providing transparent feedback, encouraging continuous learning, and fostering professional growth.
  • Conduct regular audits to ensure compliance with regulations and maintain high service standards.
  • Maintain accurate and up-to-date client and policy data using Gallagher’s systems.
  • Use Gallagher’s technology to enhance productivity, streamline processes, and deliver quality results.
  • Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations.

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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service