About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Requirements

  • Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience.
  • P&C License.
  • Ability to travel up to 25% of the time.
  • Proficiency in Microsoft Office.
  • Appropriate licensing as required.

Nice To Haves

  • Previous insurance knowledge and experience managing client relationships.
  • Solid financial acumen.

Responsibilities

  • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
  • Assist in the development of strong business relationships with appropriate insurance carrier personnel.
  • Maintain files with proper records according to company procedures.
  • Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
  • Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
  • Review accounts receivable report for all assigned accounts to support client retention.
  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion.
  • Attend training and seek self-directed learning to continue education in industry and technical knowledge.
  • Other duties as assigned.

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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Bachelor's degree

Number of Employees

5,001-10,000 employees

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