Account Coordinator, Commercial Lines

Gallagher•Ventura, CA

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. 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. The Branch Client Service Associate I 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.

Requirements

High School diploma/equivalent plus 1 year 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

Nice To Haves

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

Responsibilities

Delivering high quality and efficient service to both internal and external clients
Assisting with the Branch's overall workflow processes
Providing routine client support
Contributing 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.
Assisting with the Branch's overall workflow processes
Creating documents, certificates, etc. using appropriate systems and resources, which may include communications, forms, certificates, reports, etc.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program