Client Associate
@ Gallagher Benefit ServicesClient Associate
About the job
Gallagher Benefit Services helps organizations with benefit strategies, wellbeing programs, and workforce solutions. The Client Associate role supports account teams, learns industry standards, and assists with client interactions, fostering growth and meaningful impact in the workplace.
Requirements
- High School diploma or equivalent
- Proficiency in Microsoft Office
- Basic math skills
- Excellent communication skills
- Organizational skills
Qualifications
- Preferred associate's degree
- Experience managing client relationships
- Strong verbal and written skills
- Ability to learn Gallagher tools
- Ethical and collaborative mindset
Full job description
Overview
As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands on learning, you will gain the knowledge, skills and abilities to make client-related decisions independently.
How you'll make an impact
- You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
- We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials
- You familiarize yourself with the insurance industry and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
- We assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and create client presentations
- You observe how to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
- You establish positive relationships in your office and support with administrative tasks as needed
- You will maintain up-to-date records in the Document Management System (DMS)
- You complete all GBS Employee Benefits curriculum and learn from your team
- We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way
What skills will make me successful in this role?
- You have excellent verbal and written communication skills
- Actively approach issues that could impact client retention
- Capable of developing professional relationships with internal and external partners
- You are resilient and adaptable in the face of shifting priorities
- You seek to learn about your team and help the branch meet their goals
- You actively seek to develop professional skills
- Aim to improve personal efficiency and productivity
- You are able to clarify priorities/requests and manage your time wisely
- You are eager to support the team
- You are interested in building a knowledge of Gallagher tools, systems and shared resources
- We look for the people who go the “Extra Mile” to achieve results
- We are a collaborative team and look for teammates who are capable of meeting deadlines
About You
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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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)
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