Client Service Manager II

Arthur J Gallagher   •  

San Jose, CA

Less than 5 years

Posted 262 days ago

This job is no longer available.

Position Summary:


  • The Branch Client Service Manager II is accountable for delivering 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 that consistently meets or exceeds CSO revenue benchmark expectations.  
  • This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor.  
  • The Branch Client Service Manager II directly contributes to key business outcomes such as 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.
  • Successfully and profitably manages an assigned group of accounts. 
  • Builds and solidifies relationships with existing clients by providing exceptional ongoing care.  
  • In partnership with the Production team, takes a leadership 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 the buyer in the client organization as well as with day-to-day client representatives and buyers.   

Additional Considerations: 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.


  • Previous insurance knowledge and experience managing client relationships.

  • Solid financial acumen.

Work Traits:

  • Proficient in using technology as a tool to maximize productivity and quality.  

  • Strong written and verbal communication skills.

  • Comfortably engages others in consultative discussion.   

  • Effectively manages/balances multiple and sometimes competing priorities.  

  • Works in a self-directed manner.