Mid Level Client Service Associate Jobs
Mid level client service associate jobs go to professionals ready to own client relationships end to end, guide junior team members, and resolve complex issues with minimal supervision. Roles are spread across on-site, hybrid, and remote settings in Insurance, Banking & Financial Services, and Investment & Asset Management, with employers like Kestra Financial, Gallagher, and JPMorganChase hiring at this level now.
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Showing 5 of 42+ Mid Level Client Service Associate jobs
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
At Gallagher, we believe strong client relationships are at the heart of everything we do. We're looking for a Senior Client Service Manager to join our Commercial team and play a key role in helping clients navigate challenges, manage risk, and achieve their goals.
In this role, you'll partner with clients, carrier partners, and colleagues to deliver exceptional service and thoughtful insurance solutions. You'll have the opportunity to build meaningful relationships, solve complex problems, and make a real difference for the businesses and people you support.
We're looking for someone who enjoys collaborating with others, mentoring team members, and finding creative ways to add value. If you're passionate about client success, eager to lead, and ready to grow your career with a company that invests in its people, we'd love to hear from you.
HOW YOU'LL MAKE AN IMPACT
As a Senior Client Service Manager, you'll be a trusted advisor to clients and a valued leader within your team. You'll help organizations navigate risk with confidence by delivering tailored insurance solutions, building lasting relationships, and providing exceptional service every step of the way.
In this role, you'll take ownership of complex client relationships and renewal strategies while helping identify new opportunities to deliver value. You'll also play an important role in developing team talent, sharing your expertise, and fostering a collaborative, high-performing culture.
Here's how you'll make a difference:
- Lead the renewal strategy for complex accounts, partnering with clients and internal teams to understand needs, analyze coverage, and deliver customized solutions.
- Identify opportunities to strengthen client programs by reviewing coverage gaps, claims trends, and additional services that support evolving business needs.
- Build and maintain strong relationships with clients and carrier partners through responsive communication, trusted guidance, and exceptional customer service.
- Collaborate with clients on risk management strategies, offering consultative insights and innovative approaches to help them achieve their goals.
- Support and mentor team members by sharing knowledge, providing constructive feedback, and encouraging continuous growth and development.
- Help maintain high service and compliance standards by conducting audits and ensuring adherence to regulatory requirements.
- Oversee the accuracy and integrity of client and policy information within Gallagher's systems.
- Leverage technology and best practices to streamline processes, improve efficiency, and enhance the client experience.
- Successfully manage multiple priorities while delivering high-quality results and exceeding client expectations.
ABOUT YOU
Here’s what you’ll bring to the role:
- Bachelor's degree with a minimum of 5+ years of client service and/or claims management experience, or a 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.
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 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)
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
At Gallagher, we believe strong client relationships are at the heart of everything we do. We're looking for a Senior Client Service Manager to join our Commercial team and play a key role in helping clients navigate challenges, manage risk, and achieve their goals.
In this role, you'll partner with clients, carrier partners, and colleagues to deliver exceptional service and thoughtful insurance solutions. You'll have the opportunity to build meaningful relationships, solve complex problems, and make a real difference for the businesses and people you support.
We're looking for someone who enjoys collaborating with others, mentoring team members, and finding creative ways to add value. If you're passionate about client success, eager to lead, and ready to grow your career with a company that invests in its people, we'd love to hear from you.
HOW YOU'LL MAKE AN IMPACT
As a Senior Client Service Manager, you'll be a trusted advisor to clients and a valued leader within your team. You'll help organizations navigate risk with confidence by delivering tailored insurance solutions, building lasting relationships, and providing exceptional service every step of the way.
In this role, you'll take ownership of complex client relationships and renewal strategies while helping identify new opportunities to deliver value. You'll also play an important role in developing team talent, sharing your expertise, and fostering a collaborative, high-performing culture.
Here's how you'll make a difference:
- Lead the renewal strategy for complex accounts, partnering with clients and internal teams to understand needs, analyze coverage, and deliver customized solutions.
- Identify opportunities to strengthen client programs by reviewing coverage gaps, claims trends, and additional services that support evolving business needs.
- Build and maintain strong relationships with clients and carrier partners through responsive communication, trusted guidance, and exceptional customer service.
- Collaborate with clients on risk management strategies, offering consultative insights and innovative approaches to help them achieve their goals.
- Support and mentor team members by sharing knowledge, providing constructive feedback, and encouraging continuous growth and development.
- Help maintain high service and compliance standards by conducting audits and ensuring adherence to regulatory requirements.
- Oversee the accuracy and integrity of client and policy information within Gallagher's systems.
- Leverage technology and best practices to streamline processes, improve efficiency, and enhance the client experience.
- Successfully manage multiple priorities while delivering high-quality results and exceeding client expectations.
ABOUT YOU
Here’s what you’ll bring to the role:
- Bachelor's degree with a minimum of 5+ years of client service and/or claims management experience, or a 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.
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 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)
See All 42 Mid Level Client Service Associate Jobs
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Find JobsMid Level Client Service Associate Job Market
Who's Hiring
- Kestra Financial17
- Gallagher8
- JPMorganChase7
- RBC1
- SGS1
Top Industries Hiring
- Insurance
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Medical Devices
Mid Level Client Service Associate Jobs: Frequently Asked Questions
How do I get a mid level client service associate job?
Position your experience around ownership and outcomes, not just task completion. Highlight accounts you managed independently, problems you solved without escalation, and any cross-functional work you led. Tailor your resume to show measurable results, such as retention improvements or resolution time reductions. Employers at this level want to see that you can operate with limited direction and add visible value to the client relationship.
Which companies hire mid level client service associates?
Companies hiring mid level client service associates right now include Kestra Financial, Gallagher, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from financial services firms, healthcare organizations, and technology companies that maintain large, ongoing client portfolios requiring dedicated, experienced service staff.
Are there remote mid level client service associate jobs?
Yes, though availability varies by industry and employer. About 15% of mid level client service associate openings are remote or hybrid as of November 2026, reflecting strong demand for experienced professionals who can manage client relationships without being on-site every day. Roles that handle sensitive accounts or require hands-on coordination are more likely to be in-person or hybrid.
How do I move up to a mid level client service associate role?
Moving into a mid level role comes from consistently taking on more than your job description requires. Build depth by volunteering for complex accounts, documenting the outcomes you drive, and developing skills in areas like data analysis, CRM platforms, or cross-team coordination. Demonstrating that you can own a client relationship, mentor newer colleagues, and handle escalations independently is what signals readiness to hiring managers.
Which industries hire the most mid level client service associates?
Mid Level client service associate roles concentrate in Insurance, Banking & Financial Services, and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. These sectors rely on experienced service professionals to maintain long-term client relationships, manage account complexity, and serve as the primary point of contact for clients with high expectations.