Client Service Associate

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We are looking for a Personal Lines Client Service Associate to join our growing team. This role is perfect for someone who is detail-oriented, organized, and enjoys working in a collaborative environment. You’ll have the opportunity to develop your skills and obtain your insurance license while making a meaningful impact on our clients and team.  This is a full-time position that will have a hybrid work schedule once the training period has ended. The typical working hours are Monday through Friday from 8:30 am to 5 pm.

As a Client Service Associate, you’ll play a key role in supporting the Personal Lines department by assisting with quotes, policy changes, carrier research, and documentation. You’ll also help ensure smooth communication with clients and carriers while contributing to the overall success of the team.

in this role, you’ll play a key part in ensuring our clients receive the best possible service. You’ll also support business activities and you will work closely with the team to achieve shared goals, nurture relationships with clients, and conduct periodic audits to ensure compliance standards are met. By maintaining accurate client and policy data within Gallagher systems and using our technology to improve productivity, you’ll help us deliver exceptional results.

Some of your job duties will include the following:

• Prepare summaries of insurance and proof of insurance documents.
• Process policy changes, endorsements, and auto ID cards in Epic.
• Assist with quoting, reviewing, and summarizing new and renewal policies.
• Serve as a key point of contact for clients, handling policy transmittals and summaries.
• Work with carriers to monitor quotes, identify gaps, and support negotiations.
• Generate reports and maintain accurate records in Epic, Excel, and SharePoint.
• Build strong relationships with carriers and assist in researching industry trends.
• Support accounting processes, including reviewing A/R reports and resolving system-related matters. 

Here’s what you’ll bring to the role: 

• A high school diploma or GED.
• At least one year of relevant work experience.
• Proficiency in Microsoft Office and basic maths skills. 
• A desire to build strong relationships with clients and internal teams.
• The ability to adapt to shifting priorities and maintain resilience. 
• A collaborative mindset and eagerness to work with colleagues across teams. 

Nice to have: 

• An associate’s degree, professional certification, or equivalent experience.
• Previous experience managing client relationships. 

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. 

Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.

Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

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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.

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