Client Service Executive

About the role

Manage an assigned group of client accounts and help grow existing relationships. Support Branch Managers, producers, and client service teammates by giving internal and external clients clear, timely help. Look for ways to improve retention, satisfaction, and revenue while keeping service steady and efficient. Keep details organized, answer questions, and make sure each client gets the right support at the right time. Look for ways to expand coverage, like adding lines of insurance or increasing limits when that makes sense for the client. Help protect existing business, ask for referrals, and support branch goals with careful, consistent follow-through.

Requirements

• Bachelor's degree with 5+ years client service and/or claims management experience OR High School degree/GED with 10+ years client service and/or claims management experience
• Must hold appropriate licensing as required and be able to travel up to 25% of the time
• Proficiency in Microsoft Office applications and in using technology to maximize productivity and quality
• Previous experience in managing client relationships
• Strong written and verbal communication skills

Preferred Qualifications

• Insurance knowledge
• Solid financial acumen

Skills & Behaviors

• Ability to explain information clearly in simple, everyday language
• Able to stay organized and manage several accounts, tasks, and deadlines at once
• Build collaborative and mutually meaningful relationships with internal and external clients
• Facilitate and/or lead group meetings with internal and external clients
• Effectively manage/balance multiple and sometimes competing priorities
• Comfortable analyzing and using data to make decisions
• Work in a self-directed manner and act as a role model for high performance and Gallagher's shared values

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.