Client Service Executive
@ Gallagher Benefit ServicesClient Service Executive
About the job
Gallagher Benefit Services helps organizations develop benefit strategies, wellbeing programs, and workforce solutions. The role focuses on managing client accounts, supporting internal teams, and expanding coverage to improve client satisfaction and retention. A collaborative environment encourages ideas and growth.
Requirements
- 5+ years client service experience
- Strong communication skills
- Proficiency in Microsoft Office
- Ability to manage multiple accounts
- Experience in claims management
Qualifications
- Bachelor's degree or equivalent
- Licensing as required
- Ability to travel up to 25%
- Organized and detail-oriented
- Relationship-building skills
Full job description
How you'll make an impact
- Manage an assigned group of client accounts and help grow existing relationships.
- Support Branch Managers, producers, and client service teammates by giving internal and external clients clear, timely help.
- Look for ways to improve retention, satisfaction, and revenue while keeping service steady and efficient.
- Keep details organized, answer questions, and make sure each client gets the right support at the right time.
- Look for ways to expand coverage, like adding lines of insurance or increasing limits when that makes sense for the client.
- Help protect existing business, ask for referrals, and support branch goals with careful, consistent follow-through.
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.
- Solid financial acumen
Behaviors:
- Ability to explain infomration clearly in simple, everyday language.
- Able to stay organized and can manage several accounts, tasks, and deadlines at once.
- 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
- 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.
#LI-MB1
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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