[Hiring] Client Representative @Gallagher

Role Description

Assists Account Manager, Account Executives, Producers, Brokers in servicing designated group of clients or book of business as it relates to marketing, claims, administration, and sales. Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts. Under direction of more senior staff, provides administrative support to an assigned group of clients.

• Resolves customer service inquiries that require research and interactions with carriers or agents.
• Generally requires assistance when resolving more complex problems.
• Day-to-day client contacts are generally mid- or lower-level client staff.
• Responds to client questions and maintains a log of conversations.
• Markets new and renewal accounts according to company procedures.
• Evaluates all proposals to include in spreadsheets.
• Prepares renewals and client information presentations and assists in preparing RFP responses.
• May provide guidance and direction to Customer Service Reps or administrative support.

Qualifications

• Required: High School Diploma/GED and 1+ years of related experience.
• Preferred: Appropriate license.
• Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks.

Benefits

• 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.
• 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...