Senior Client Manager

Gallagher; Walnut Creek (CA); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Global reach with local impact

Job summary

Gallagher is seeking a Senior Client Manager to strengthen client relationships, manage accounts, and mentor team members. You will collaborate with clients, vendors, and carriers to deliver tailored solutions, and lead the client service cycle including renewals.

Required: Bachelor's degree and 5+ years in client service/claims management; 1+ year supervisory experience; licensing as required. Preferred: insurance knowledge and financial acumen; strong communication and ethical leadership.

Qualifications

• Bachelor's degree with 5+ years client service and/or claims management experience.
• 1+ years supervisory experience.
• Appropriate licensing as required.
• Preferred: Previous insurance knowledge and experience managing client relationships.
• Solid financial acumen.

Responsibilities

• Lead the client service cycle and ensure a seamless renewal process.
• Prepare and deliver presentations for fully insured and self-funded accounts.
• Support annual enrollment meetings and develop communication strategies.
• Identify opportunities for growth and share insights with the sales team.
• Foster innovation by generating new ideas and improving processes.

Skills

Client relationships

Communication

Time management

Ethical behavior

Mentoring

Education

Bachelor's degree

Job description

Introduction

At Gallagher Benefit Services, you7re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. Were a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If youre looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Introduction

At Gallagher Benefit Services, you7re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. Were a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If youre looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

At Gallagher, were united by a commitment to service, growth, and excellence. As a Senior Client Manager, youebre a key role in building strong client relationships, managing accounts, and mentoring team members. This is your chance to join a team that values collaboration, innovation, and ethical leadership. If youre ready to make an impact and grow your career, were love to hear from you!

How You\'ll Make An Impact

In this role, youll ensure our clients receive exceptional service by managing accounts, supporting complex projects, and mentoring colleagues. Youll work closely with clients to understand their needs, provide strategic advice, and deliver tailored solutions. Youll also collaborate with vendors and carriers to manage projects and resolve challenges.

Heres what youll do:

• Lead the client service cycle and ensure a seamless renewal process.


• Prepare and deliver presentations for both fully-insured and self-funded accounts.


• Support annual enrollment meetings and develop communication strategies.


• Identify opportunities for growth and share insights with the sales team.


• Foster innovation by generating new ideas and improving processes.

Heres what youll bring to the role:

• A strong ability to build and maintain relationships with clients, team members, and vendors.


• The skills to explain complex issues clearly, whether in person, over the phone, or in writing.


• A proactive approach to managing multiple tasks and meeting deadlines.


• A commitment to ethical behavior and upholding Gallaghers values.


• A willingness to learn, grow, and mentor others.

About You

Required: Bachelors 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. 1+ years supervisory experience. Appropriate licensing as required.

Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

Behaviors: 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.

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation


• Comprehensive benefits programs designed to support your well-being


• Career development opportunities and ongoing learning


• A collaborative, people-first culture with accessible leadership


• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesnt align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)