Gallagher · 1 day ago
Client Service Manager
Boston, MA
Full-time
Onsite
Mid Level
$60K/yr - $101K/yr
3+ years expGallagher is a company that helps clients face risk with confidence, backed by a digital ecosystem. The Branch Client Service Manager II is responsible for delivering high-quality service to clients through effective account management, focusing on client retention and satisfaction while achieving business targets.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Successfully and profitably manages an assigned group of small business sized accounts focused on emerging tech and life sciences
Builds and solidifies relationships with existing internal and external clients as well as carrier personnel by providing exceptional ongoing care
In partnership with the Production team, takes a proactive 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 your buyer in the client organization as well as with day-to-day client representatives
Partner with your team members in addressing a client’s risk management needs through consultative conversations
Maintains files with proper records according to company procedures
Follows company procedures in order to achieve positive periodic audit results & ensure compliance standards and service levels are met
Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner within the Gallagher system
Leverages technical knowledge to ensure carrier quotes are received in a timely fashion
Reviews quotes for gaps and assists with inquiries from the carrier
Attend training and seek self-directed learning to continue education in industry and technical knowledge
Qualification
Required
Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience
Property and Casualty Insurance License
Ability to travel locally up to 5% of the time for training or client visits
Proficiency in Epic (Applied Systems), CSR24, DMS, plus Microsoft suite, & Indio
Preferred
Previous insurance knowledge, particularly in emerging tech & life sciences
Experience managing client relationships
Solid financial acumen
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
And more...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase