Sr. Client Associate
@ Gallagher Benefit ServicesSr. Client Associate
About the job
Gallagher Benefit Services helps organizations improve workplaces through benefit strategies, wellbeing programs, and workforce solutions. As a Senior Client Associate, support client service cycles, build industry knowledge, and develop skills for independent decision-making in a team-focused setting.
Requirements
- Proficiency in Microsoft Office
- Basic math skills
- Strong communication skills
- Organizational abilities
- Experience in client relations
Qualifications
- High School diploma/equivalent
- 1+ years relevant experience
- Preferred: Associate's degree or certification
- Ability to use technology effectively
- Strong verbal and written skills
Full job description
Overview
As the Senior Client Associate you will continue to 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 will 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 become proficient with industry knowledge and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
- Prepare RFPs, coordinate vendor responses, and create client presentations
- You begin to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
- 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)
- Guide junior teammates and support the broader client service team during peak enrollment season
- We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way
About You
Required:
- High School diploma/equivalent plus 1 year directly applicable experience.
- Proficiency in Microsoft Office and basic math skills.
- Appropriate licensing as required.
Preferred:
- Must obtain Life & Health License within the first 90 days of employment, if not already licensed.
- 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)