Senior Client Associate
Gallagher · Carmel, IN · 1 mo ago
On-siteFinanceFull-time
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 work with clients on shaping benefit strategies, designing wellbeing programs, and advising on workforce challenges.
Responsibilities
- 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
- Prepare RFPs, coordinate vendor responses, and create client presentations
- Effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
- Maintain up-to-date records in the Document Management System (DMS)
- Complete all GBS Employee Benefits Curriculum and learn from your team
- Guide junior teammates and support the broader client service team during peak enrollment season
- 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
- Appropriate licensing as required
- Previous experience managing client relationships
Preferred
- Associate's degree, professional certification, or equivalent training and experience 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
- Aim to improve personal efficiency and productivity
- Eager to support the team
- Interested in building a knowledge of Gallagher tools, systems, and shared resources
Benefits
At Gallagher, we offer competitive compensation, comprehensive benefits programs, career development opportunities, and a collaborative, people-first culture with accessible leadership. We also provide the opportunity to do meaningful work with global reach and local impact.