Jobs · Finance · California

Client Associate

Gallagher · Sacramento, CA · 2 days ago
On-siteFinanceFull-time

How You'll Make An Impact

The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor.

This role contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Supporting the business priorities of Production team members and the Client Service function. Adhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc. Assists with the Branch's overall workflow processes. Creates documents, certificates, etc. using appropriate systems and resources, which may include communications, forms, certificates, reports, etc.

About You

  • 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 preferred. Previous experience managing client relationships.

Behaviors

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

Compensation And 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

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

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