Client Service Executive

Arthur J Gallagher & Co   •  

Greenville, SC

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 153 days ago

This job is no longer available.

Position Summary:

The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch.

This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG’s value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.

The CS Executive's primary areas of focus are:

Supporting the business priorities of Branch Managers, Production team members, and the client service function,

  • Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk,
  • Delivering high quality client service consistent with AJG operational standards and practices,
  • Achieving operational productivity and performance metrics consistently.


  • Growing and profitably managing an assigned group of client accounts successfully,
  • Building relationships with existing clients by providing exceptional ongoing customer care,
  • Seeking referrals from current client base to solicit new business prospects,
  • Securing existing business and actively driving the sale of additional services and lines of coverage.

Additional Considerations: Required:

  • Bachelor's degree with 5+ years client service and/or claims management experience –OR– High School degree/GED with 10+ years client service and/or claims management experience.
  • Must hold Producer's license
  • Ability to travel 25% of the time
  • Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.

  • Previous experience in managing client relationships essential.

  • Must possess strong written and verbal communication skills.


  • Insurance knowledge – P&C experiencepreferred, as well as solid financial acumen

Work Traits:

  • Must be able to build collaborative and mutually meaningful relationships with internal and external clients, able to facilitate and/or lead group meetings with internal and external clients, and effectively manage/balance multiple and sometimes competing priorities.
  • Needs to be comfortable analyzing and using data to make decisions, working in a self-directed manner, and to act as a role model for high performance and Gallagher's shared values.