Commercial Lines Client Service Manager (Private Equity)

At Gallagher, we’re looking for a Property and Casualty licensed Commercial Lines Client Service Manager to join our Private Equity team in Walnut Creek, CA. In this role, you’ll work closely with clients and colleagues to provide exceptional service and deliver tailored insurance solutions. You’ll help build strong relationships, solve challenges, and ensure every interaction both internally and externally adds value. This is your opportunity to grow your career while making a meaningful impact.

You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. From managing renewals to mentoring team members, you’ll help ensure client needs are met and compliance standards are upheld.

Here’s what you’ll do:

• Manage the renewal process by gathering client information, analyzing their needs, 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.
• Help your team address client risk management needs through consultative conversations and personalized strategies.
• Mentor team members by delegating tasks, providing transparent feedback, encouraging continuous learning, and fostering professional growth.
• Conduct regular audits to ensure compliance with regulations and maintain high service standards.
• Maintain accurate and up-to-date 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.

Here’s what you’ll bring to the role:

• A Bachelor’s degree with 5+ years of client service management experience, or a high school diploma/GED with 8+ years of experience.
• An active Property and Casualty Producer’s License.
• Proficiency with insurance document management software (EPIC) and Microsoft Office tools.
• Strong technical insurance experience with middle-market insurance solutions and maintaining clients and carrier relationships.
• CIC or ARM designations (preferred).
• The ability to explain complex issues in simple terms, manage competing priorities, and work independently.

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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 doesn’t 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)