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 provide strategic advice and implement solutions to address various aspects of work, such as benefit strategies, wellbeing programs, and workforce challenges.

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.
• Teach 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.
• Aid Client Service Managers with the preparation of Request for Proposal (RFP) documents, coordinate vendor responses, and create client presentations.
• Observe and practice effective presentation techniques during open enrollment meetings, participate on client calls, and respond to client emails.
• 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.

Qualifications

• High School diploma/equivalent with 1 year directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Associate's degree, professional certification, or equivalent training and experience preferred.
• Previous experience managing client relationships.

Preferred Skills

• Excellent verbal and written communication skills.
• Capable of developing professional relationships with internal and external partners.
• Resilient and adaptable in the face of shifting priorities.
• Seek to learn about your team and help the branch meet its goals.
• Achieve personal efficiency and productivity.
• Able to clarify priorities/requests and manage time wisely.
• Eager to support the team.
• Interested in building a knowledge of Gallagher tools, systems, and shared resources.

Benefits

At Gallagher, we offer competitive compensation and comprehensive benefits programs designed to support your well-being. We also provide career development opportunities and ongoing learning, along with a collaborative, people-first culture with accessible leadership. We value meaningful work with global reach and local impact, and we are dedicated to building an inclusive and authentic workplace.