Customer Success Manager jobs at LaSalle Network - 913 jobs

Client Support Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries. Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recogni Client Service, Service Manager, Commercial, Manager, Client Support, Benefits, Business Services

Client Service Director - Water/Wastewater Job Description Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions. Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Kennedy Jenks supports a healthy work‑life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential. Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. This position is eligible for performance and incentive compensation. Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-Hybrid Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law. #J-18808-Ljbffr

Client Service Director - Water/WastewaterJob Description Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions. Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Work Flexibility: Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential. Compensation: The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-hybrid As an employee-owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package. Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law. #J-18808-Ljbffr

Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry‑leading client service and tailored solutions. Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Work Flexibility: Kennedy Jenks supports a healthy work‑life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential. Compensation: The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-hybrid As an employee‑owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package. Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law. #J-18808-Ljbffr

Client Service Director - Water/WastewaterJob Description Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions. Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Kennedy Jenks supports a healthy work-life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential. Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. This position is eligible for performance and incentive compensation. Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-Hybrid Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law. #J-18808-Ljbffr

Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions. Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Work Flexibility: Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential. Compensation: The salary range for this position is anticipated to be between $150,000 and $220,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-hybrid Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law. #J-18808-Ljbffr

A leading engineering consulting firm is seeking a Client Service Director in San Francisco, CA. This role focuses on expanding the water and wastewater practice, requiring strong leadership and business development skills. The ideal candidate has over 15 years of experience, a relevant degree, and a passion for client service. The position offers a hybrid work model and a comprehensive benefits package. #J-18808-Ljbffr

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, enhan Client Service, Service Manager, Manager, Benefits, Client Relations, Retail

Client Support May be first point of contact on some accounts; supports in delivering service to book of business. Provides renewal and proposal presentations for delivery to clients Guides clients through the renewal process, which may include reque Client Service, Service Manager, Commercial, Manager, Client Support, Benefits, Business Services

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview As a Senior Client Service Manager at Gallagher, you will play a pivotal role in helping our clients address risk, protect assets, and recover from losses. We are seeking a passionate, client-focused professional to join our growing team. If you're interested in assisting a diverse range of clients with issues that span from relatively simple to moderately complex, we want to hear from you. How you'll make an impact Leadership: Take a leadership role in the renewal process to ensure the delivery of the best possible solutions to clients in a high-quality and timely manner. Business Growth: Secure existing business and drive the sale of additional services and lines of coverage. Client Relationships: Build and nurture strong relationships with clients and collaborate with the sales team to achieve collective goals. Consultative Approach: Guide your team members in addressing a client's risk management needs through consultative conversations. Talent Development: Mentor Client Service team members through continuous learning, transparent feedback, and robust talent development initiatives. Quality Assurance: Conduct periodic audits to ensure compliance standards and service levels are consistently met. Data Management: Maintain accurate client and policy data and documents within Gallagher systems, utilizing the latest technology to enhance productivity and quality. About You Skills for Success: Demonstrate resilience and adaptability when dealing with shifting priorities while fostering positive relationships internally and externally. Exhibit a strong willingness to collaborate with all Gallagher teams and employees. Experience with Cyber Liability Middle Market accounts. Hybrid model out of Rolling Meadows, IL. Requirements: 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 Possess a Property and Casualty Insurance License #LI-LB3 Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 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 Other benefits include: 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... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Leadership: Take a leadership role in the renewal process to ensure the delivery of the best possible solutions to clients in a high-quality and timely manner. Business Growth: Secure existing business and drive the sale of additional services and li Client Service, Service Manager, Manager, Senior, Benefits, Client Relations, Retail

The Select Client Service Manager is accountable for delivering high quality and efficient service to external clients through the day-to-day account management of an assigned group of accounts that are similar in size with relatively simple to moder Client Service, Service Manager, Manager, Benefits, Client Relations, Retail

Introduction At Gallagher Benefit Services, you're 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 it's 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. We're 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 you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Future opportunity for a Client Service Manager! While this role is not currently open, we are always looking to connect with talented professionals like yourself for upcoming opportunities! How you'll make an impact Communicate resources available within Gallagher to fill white space needs (Pharmacy Practice, Retirement, GGB, HR Consulting, Voluntary Benefits, etc.) Responsible for Client Service Cycle with guidance as necessary from Client Executive(s) and Senior Client Executive(s) Manages accounts with varying funding types and provide support on more complex self-funded accounts Maintains account responsibility and is a strategic relationship manager and client liaison Accountable for 95% retention for an assigned group of clients Provide guidance, training and mentorship to new hires, account management, team resources, and anyone that needs assistance Work closely with account management and resources to prioritize workflow, ensure accountability and follow-through Address and resolve internal and external challenges with guidance as necessary Keep clients well-informed of compliance related issues Identify client needs, provide solutions while leading and managing strategic objectives for accounts and assist on more complex accounts Work with account management team to ensure compliance with local and corporate standards Develop, cultivate and maintain positive relationships within the branch, with clients and with vendor partners Leverage Gallagher resources, available tools, established work products, maximize efficiency and effectiveness in client deliverables About You 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. 1+ years supervisory experience. Life & Health License is 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 We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 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 Other benefits include: 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... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

What a day will look like Assist Senior Client Service Manager or Client Service Executive with day-to-day coverage questions and contract reviews. Proactively coordinate renewal cycle to ensure all necessary steps are completed in a timely fashion. Client Service, Service Manager, Manager, Benefits, Client Relations, Technical Support, Retail

Every day presents new challenges, ensuring your work remains dynamic and engaging. As a program participant, you will: Work cross-functionally to provide exceptional service to various internal and external clients Support workflow processes by crea Service Manager, Client Service, Manager, Trainee, Benefits, Client Relations, Retail

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Trove is developing an AI associate for financial firms - think enterprise search & agents for private equity, hedge funds, and banks Our mission is to deliver associate‑level AGI We've raised nearly $10M from Menlo and Khosla Ventures We have strong initial traction - large enterprise contracts and user engagement on par with best-in-class B2B AI applications Why this role? Extreme ownership. Own onboarding, adoption, success, expansion, and strategy for every customer-if it happens post-sign, it's on you Founder-track learning. Work shoulder-to-shoulder with the early team and master the playbook you'll use for your own startup one day High upside: Significant equity and strong cash compensation What you'll do Manage entire post-sale relationships, working hands‑on with users and senior stakeholders Identify and scale high-impact use cases; package feedback for product and engineering Build the playbooks, metrics, tooling, and strategy that set the foundation for the scaling our customer operations Who you are 3-6 yrs at a top‑tier consultancy or investment bank; startup or PE experience a plus Executive-level communicator who loves solving client problems Analytical, product‑minded, and comfortable in 0 → 1 environments Based in San Francisco and eager to be in the office four days a week #J-18808-Ljbffr

Application Deadline 02/07/2026 Address 180 Montgomery St. Job Family Group Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the marketplace, and a proven track record in sales performance. This individual will join a tight‑knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high‑value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high‑value client portfolios, driving cross‑selling, retention, and profitability. Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making. Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency Project Management Change Management Expert level of proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary $122,400.00 - $228,000.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

Salary: $70,000-$100,000 Job Type: Full-time; permanent Bonus: Discretionary Schedule: M-F; 8-5 (flexible) A well-established manufacturing organization is seeking an experienced Customer Service Manager to oversee customer service operations and lead a team supporting a technical, configurable product line. This position plays a critical role in ensuring a high standard of customer experience, operational accuracy, and cross-functional collaboration. Position Summary The Customer Service Manager is responsible for supervising customer service staff, optimizing service-related processes, and serving as a key liaison between customers and internal departments. This role requires a hands-on leader with a strong understanding of manufacturing environments, order management, and ERP/CRM systems. Key Responsibilities Lead, supervise, and develop a team of customer service professionals Ensure accurate and timely order entry, order acknowledgements, and invoicing Drive continuous improvement initiatives related to customer service workflows and systems Serve as an escalation point for complex customer issues and order discrepancies Collaborate closely with sales, manufacturing, engineering, quality, and accounting teams Monitor team performance, error rates, and service metrics; implement corrective actions as needed Maintain customer records, pricing agreements, and documentation Provide guidance on terms, conditions, and customer purchase requirements Support management by identifying trends, risks, and opportunities related to customer satisfaction Qualifications Bachelor's or Associate's degree in Business Administration or a related field preferred Minimum of 5 years of customer service management experience in a manufacturing setting Experience supporting configurable or technical product lines Proficiency with Microsoft Office and experience working with ERP and CRM systems Strong leadership, organizational, and problem-solving skills Ability to manage multiple priorities and operate effectively in a deadline-driven environment Professional communication style with a customer-focused approach Benefits Comprehensive benefits package with significant employer-paid premiums 401(k) with profit sharing Paid holidays and paid time off