• Handle incoming customer inquiries: no cold calling; manage inbound lead channel of warm leads • Qualify leads using OPAL • Attend on-site meetings with key accounts, approximately 1–2 per month • Develop and close sales opportunities through our distribution partners • Independently analyze public tenders • Prepare needs-based, tailored proposals • Follow up on and close proposals

• Reach out to clients who have requested information about coverage • Review needs and present available protection options • Assist clients through the process • Maintain follow-up and ongoing client communication • Build client-for-life relationships

Role Description At Gallagher, we’re looking for a Senior Client Service Manager to join our Commercial team. In this role, you’ll lead efforts to deliver exceptional service and innovative insurance solutions to our clients. You’ll work closely with senior leaders, clients, and colleagues to build strong relationships, solve complex challenges, and ensure every interaction adds value. This is your opportunity to shape strategy, mentor others, and make a lasting impact while advancing your career. Here’s what you’ll do: - Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions. - Identify gaps in coverage, review claims, secure existing business, and drive the sale of additional services and lines of coverage. - Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction. - Provide strategic guidance to your team in addressing client risk management needs through consultative conversations and innovative strategies. - Mentor team members by delegating tasks, providing transparent feedback, encouraging continuous learning, and fostering professional development. - Conduct regular audits to ensure compliance with regulations and maintain high service standards. - Oversee the accuracy and management of client and policy data using Gallagher’s systems. - Use Gallagher’s technology to enhance productivity, streamline processes, and deliver quality results. - Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations. Qualifications - Bachelor's degree with a minimum of 5+ years of client service and/or claims management experience OR High School degree/GED with a minimum of 10+ years of client service and/or claims management experience. - A Property and Casualty Insurance License. - Proficiency in Microsoft Office. - A desire to build relationships and deliver results. - Adaptability and resilience in managing shifting priorities. - A collaborative mindset to work with teams across Gallagher. Requirements - At least 1+ year of supervisory experience (desired). Benefits We offer a competitive and comprehensive compensation package. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: - 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...

• Develops and executes sales strategies designed to achieve revenue goals and demonstrate consistent and predictable performance • Prepares and presents quarter, half year and annual business plans to Sales Directors as requested • Works collaboratively with Account Executive and Customer Success Managers in specified sales territory on customer retention, relationships and upgrades • Follows up new business opportunities • Responds to qualified RFP’s • Demonstrates ability to build strong executive relationships and sell within traditional IT and non-IT business units • Plans, prepares and coordinates all sales related activities from executive presentations to product demonstrations • Maintains a high level of customer satisfaction and loyalty with prospects through-out and after the sale to ensure a successful implementation and maximum customer satisfaction • Manages complex sales situations and large projects, influencing prospects and customers and defuse potential problems by using your knowledge of complex business challenges to identify solutions • Prepares and delivers proposals and contracts with the ability to negotiate standard and non-standard T&Cs • Remains knowledgeable about Jenzabar’s products and services to facilitate sales efforts • 50% travel is anticipated • Ability to cover a Midwest/West territory