Client Associate

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 or equivalent plus 1 year of directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Exceptional organizational skills.
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.

Preferred Qualifications

• Associate's degree, professional certification, or equivalent training and experience.
• Previous experience managing client relationships.

Skills

• Excellent verbal and written communication skills.
• 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.
• Seek 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.
• Interested in building a knowledge of Gallagher tools, systems, and shared resources.
• Go the “Extra Mile” to achieve results.
• Capable of meeting deadlines in a collaborative team environment.

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.