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Gallagher · 5 hours ago

Client Service Manager II

Latham, NY

Full-time

Hybrid

Mid Level

3+ years exp

Gallagher is a company that helps clients face risk with confidence, providing a client-centric suite of consulting tools. The Branch Client Service Manager II is responsible for delivering high-quality service to clients and managing an assigned group of accounts to enhance client satisfaction and retention.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management

Responsibilities

Deliver high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch

Consistently meet or exceed CSO revenue benchmark expectations

Directly contribute to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to clients and prospects, achieving operating/margin targets, and fostering a culture of performance and continuous improvement

Successfully and profitably manage an assigned group of accounts

Build and solidify relationships with existing clients by providing exceptional ongoing care

In partnership with the Production team, take a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner

Secure existing business and drive the sale of additional services and lines of coverage

Cultivate relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers

Qualification

Client service managementProducer's LicenseMicrosoft Office proficiencyInsurance knowledgeFinancial acumenSelf-directed workCommunication skills

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

Producer's License

Ability to travel up to 25% of the time

Proficiency in Microsoft Office

Appropriate licensing as required