Client Service Associate - Gallagher : Job Details

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.

We are seeking a Commercial Service Associate to support our Client Service team in handling assigned accounts. In this role, you will be responsible for managing crucial processes that cater to our clients, including those with complex needs. You will engage in internal activities associated with these processes.

• Assist Senior Client Service Manager or Client Service Executive with day-to-day coverage tasks and projects.
• Maintain positive and effective relationships with clients and independently handle moderately complex tasks.
• Assist in assembling and creating submissions as needed. Facilitate the timely and accurate exchange of information between the client and account team members.
• Manage client open items lists and respond to ad-hoc client requests. Collect and analyze data.
• Actively support and monitor the renewal process, including drafting quote comparisons and following up on binders, policies, and endorsements.
• Act as the main point of contact when necessary, coordinating with the client service team to ensure efficient performance and high-quality deliverables.
• Handle routine and complex coverage inquiries and endorsement requests. Serve as the primary liaison for clients regarding certificates, auto IDs, and location additions.
• Monitor and follow up on invoice generation and resolve any issues that arise.
• Perform additional duties as assigned.

Skills and experience that will lead to success

• Strong technical property and casualty knowledge.
• Background in account management, servicing, placement, and negotiation of property and casualty coverages.
• Ability to solve problems and think independently.
• Strong written and verbal communication skills.
• Ability to pay attention to detail while working under pressure.
• Ability to organize, prioritize, monitor, and control workflow, with close attention to deadlines.
• Be energetic/have a sense of urgency.
• Positive and flexible attitude.

• Current Property and Casualty License.
• High School degree/GED with 1+ year client service and/or claims management experience - OR - Bachelor's degree with 3+ years client service and/or claims management experience.
• Commercial (property/casualty) 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 engage others in consultative discussions.
• Effectively manage/balance multiple and sometimes competing priorities.
• Work in a self-directed manner.

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...

We value inclusion and diversity

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.