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.

About the role

As the Client Associate you will 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.

Responsibilities

• Learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
• Learn about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials
• Familiarize yourself with the insurance industry and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
• Assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and create client presentations
• Observe how 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
• 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
• Must obtain Life & Health License within the first 30 days of employment, if not already licensed (preferred)
• Associate's degree (preferred)

Skills

• Excellent verbal and written communication skills
• Ability to actively approach issues that could impact client retention
• Capable of developing professional relationships with internal and external partners
• Resilient and adaptable in the face of shifting priorities
• Eagerness to learn about your team and help the branch meet their goals
• Actively seek to develop professional skills
• Aim to improve personal efficiency and productivity
• Able to clarify priorities/requests and manage your time wisely
• Eager to support the team
• Interest in building a knowledge of Gallagher tools, systems and shared resources
• Go the “Extra Mile” to achieve results
• Collaborative team player capable of meeting deadlines
• Exceptional organizational skills
• Proficient in using technology as a tool to maximize productivity and quality
• Previous experience managing client relations (preferred)

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