Client Executive
@ Gallagher Benefit ServicesClient Executive
About the job
Gallagher Benefit Services helps organizations design benefits and wellbeing programs, supporting workforce challenges. The Client Executive role focuses on account management, client growth, and delivering high-quality service in a collaborative environment, promoting positive workplace change.
Requirements
- 5+ years client service experience
- Proficiency in Microsoft Office
- Strong communication skills
- Ability to build relationships
- Travel up to 25%
Qualifications
- Bachelor's degree or equivalent
- Insurance knowledge preferred
- Financial acumen beneficial
- Data analysis skills
- Self-directed working style
Full job description
How you'll make an impact
The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. The CS Executive's primary areas of focus are; Supporting the business priorities of Branch Managers, Production team members, and the client service function, Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk, Delivering high quality client service consistent with AJG operational standards and practices, and Achieving operational productivity and performance metrics consistently. Further responsibilities include; Growing and profitably managing an assigned group of client accounts successfully, Building relationships with existing clients by providing exceptional ongoing customer care, Seeking referrals from current client base to solicit new business prospects, and Securing existing business and actively driving the sale of additional services and lines of coverage.
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. Must hold appropriate licensing as required and be able to travel up to 25% of the time. Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality. Previous experience in managing client relationships essential. Must possess strong written and verbal communication skills.
Preferred: Insurance knowledge. P&C experience preferred, as well as solid financial acumen
Behaviors: Must be able to build collaborative and mutually meaningful relationships with internal and external clients, able to facilitate and/or lead group meetings with internal and external clients, and effectively manage/balance multiple and sometimes competing priorities. Needs to be comfortable analyzing and using data to make decisions, working in a self-directed manner, and to act as a role model for high performance and Gallagher's shared values.
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)
Similar jobs in Walnut Creek, CA
- B
Client Partner, Hitech
Brillio · San Ramon, California, United States
Posted 3 weeks ago - H
Client Care Advisor
Honor · San Francisco, California, United States
Posted 3 weeks ago - B
Enterprise Client Sales Executive
Brex · San Francisco, California, United States
Posted 5 days ago - G
Senior Client Manager
Gallagher Benefit Services · 2121 N California Blvd 3rd Floor
Posted 2 days ago - T
Client Partner - Software & Platform
Thoughtworks · San Francisco, CA, United States
Posted 1 week ago - A
Executive Assistant
Amplitude · San Francisco, California, United States
Posted 1 week ago