Position Details

Type Full-Time

Experience mid

Exp. Years 3+ years

Education Bachelor's degree

Category Customer Success & Support

About this role

Client Service Manager II delivers exceptional service to a portfolio of clients in the insurance arena, manages renewals, and collaborates with production teams to achieve client satisfaction and retention.

Key Responsibilities

Oversee day-to-day management of an assigned group of accounts
Work closely with clients to understand needs and deliver tailored solutions
Lead the renewal process and ensure clients receive the best possible outcomes
Partner with the Production team to support client success
Contribute to a culture of collaboration and continuous improvement

Technical Overview

Strong proficiency in Microsoft Office; knowledge of claims management processes and client relationship practices within an insurance context.

Ideal Candidate

The ideal candidate is an experienced client service professional with 3+ years in client service or claims management, holding a Producer's License and comfortable traveling up to 25%. Strong communication and relationship-building skills are essential to deliver exceptional client support.

Must-Have Skills

Bachelor's degree with 3+ years client service and/or claims management experienceProducer's LicenseAbility to travel up to 25% of the timeProficiency in Microsoft OfficeAppropriate licensing as required

Nice-to-Have Skills

Insurance knowledgeExperience managing client relationshipsFinancial acumen

Tools & Platforms

Microsoft Office

Required Skills

Bachelor's degree3+ years client service and/or claims managementProducer's Licenseproficiency in Microsoft Officetravel ability

Hard Skills

Microsoft OfficePowerPointExceldata analysisclaims managementclient management

Soft Skills

communicationrelationship buildingproblem solvingtime managementcollaborationattention to detail

Certifications

Required

Producer's License

Industry & Role

Industry Insurance

Job Function Manage client accounts and service delivery for Gallagher Benefit Services

Role Subtype Account management

Keywords for Your Resume

client service manager IIGallagher Benefit Servicesinsuranceclient serviceclaims managementrenewal processtravelMicrosoft OfficeProducer's Licenseteam collaborationrelationship managementsatisfactionretentionwellbeing programsinsurance knowledgetravel up to 25%client relationships

Deal Breakers

Lack of 3+ years client service/claims experience, No Producer's License or inability to travel up to 25%

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