Client Associate

About the role

Gallagher Benefit Services is a trusted partner to organizations navigating critical people decisions. Our mission is to help clients build better workplaces where people feel supported, empowered, and inspired to thrive. We're a community of bold explorers, trusted experts, and compassionate partners, solving problems and shaping the future of work.

Responsibilities

• Develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.
• Work alongside experienced team members to learn the business and gain the knowledge, skills, and abilities to make client-related decisions independently.
• Learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help retain business.
• Gain proficiency in Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials.
• Familiarize yourself with the insurance industry and GBS Professional Standards, including the "Peer Review" process that ensures quality in client deliverables.
• Assist Client Service Managers with preparing Request for Proposal (RFP) documents, coordinating vendor responses, and creating client presentations.
• Observe and practice effective presentation techniques in open enrollment meetings, participate on client calls, and respond to clients via email.
• Establish positive relationships within the office and support with administrative tasks as needed.
• Maintain up-to-date records in the Document Management System (DMS).
• Complete all GBS Employee Benefits curriculum and learn from your team.
• Exemplify the highest ethical standards, promote ethical behavior, and uphold The Gallagher Way.

Requirements

• High School diploma/equivalent plus 1 year directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Previous experience managing client relationships is preferred.

Preferred

• Associate's degree, professional certification, or equivalent training and experience.

Behaviors

• Exceptional organizational skills.
• Proficient in using technology to maximize productivity and quality.
• Strong written and verbal communication skills.

Pay

We offer a competitive and comprehensive compensation package, including a base salary range, medical/dental/vision plans starting from day one, life and accident insurance, 401(K) and Roth options, tax-advantaged accounts (HSA, FSA), educational expense reimbursement, paid parental leave, and more. Details about benefits will be provided during the selection process.

Schedule

The schedule for this role varies by office and job function.

Benefits

Below are the minimum core benefits you’ll get, depending on your job level:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance.
• 401(K) and Roth options.
• Tax-advantaged accounts (HSA, FSA).
• Paid parental leave.

Other Benefits

• 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.
• More...

U.S. Eligibility Requirements

We value inclusion and diversity. Gallagher is committed to supporting the communities where we live and work, and we embrace our employees' diverse identities, experiences, and talents to better serve our clients and communities. We prohibit discrimination based on protected characteristics under applicable federal, state, or local laws.