Client Associate

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow.

About the role

In this role, you’ll help clients solve challenges and deliver tailored insurance solutions. You’ll work closely with colleagues to ensure every client interaction is meaningful and impactful. This is your chance to be part of a team that values collaboration, growth, and service excellence.

Responsibilities

• Contribute to the renewal process by delivering timely and high-quality solutions to support client retention and satisfaction.
• Support New Business activity via handling of new business applications, compiling client information, and preparing high-quality and accurate proposals for potential clients.
• Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems.
• Work with Client Service and Production teams to improve processes, meet goals, and maintain high productivity standards.
• Conduct regular audits to ensure compliance with regulations and service standards.
• Use Gallagher’s technology to enhance productivity and deliver quality results.
• Manage multiple priorities effectively, ensuring all tasks are completed on time.
• Build strong relationships with clients and their representatives, ensuring they feel supported and valued.

Requirements

• A high school diploma or GED.
• Minimum of 1+ years relevant work experience.
• Proficiency in Microsoft Office.
• Adaptability and resilience in managing shifting priorities.
• A collaborative mindset to work with teams across Gallagher.

Qualifications

• 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. Previous experience managing client relationships.

Skills

• Exceptional organizational skills.
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.
• A desire to build relationships and deliver results.

Benefits

• 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.

For more information, visit our Benefits page.