Client Associate

Arthur J. Gallagher • Baton Rouge, LA

236d • $55,000

About The Position

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. 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.

Requirements

• Develop an understanding of the industry, Client Service Cycle and renewal process
• Build knowledge of GBS tools, systems and shared resources
• Actively seek to develop professional skills and insurance knowledge through a combination of on-the-job learning and formal instruction

Nice To Haves

• Develop strong relationships with team members and shared resources within Gallagher
• Establish collaborative relationships with clients, as directed by experienced team members (this would not occur within the first 6 months of employment)
• Seek opportunities to develop relationships with carriers and other professional contacts outside of Gallagher
• Speak and write effectively in different settings using a variety of communication methods
• Demonstrate a high level of professionalism in all interactions
• Listen actively and ask questions to gain greater clarity and confirm understanding of the topics discussed with team members
• Ask for and receive feedback regularly
• Clarify priorities/requests and follow through on commitments
• Constantly seek to improve personal efficiency and productivity
• Seek to understand team and Branch goals
• Is willing to 'go the extra mile' to achieve results for clients, the Branch and Gallagher
• Understand and assist team with client retention goals
• Take on additional responsibilities in support of the team as directed by experienced team members
• Partner with other team members to address client requests and effectively resolve client issues
• Learn to focus on what really matters and avoid getting lost 'in the weeds'
• Learn to adapt to others' working styles (e.g., their informational needs, learning styles, work habits, preferences)
• Develop skills (in conjunction with SAE/CSS) enabling the ability to change tactics when an existing approach proves ineffective in order to find common ground quickly and promote cooperation with minimal impact
• Focus on maintaining composure, stamina and resilience under pressure
• Gain trust and credibility by acting in an authentic manner with integrity and in-line with the Gallagher Way
• Consistently meet deadlines

Responsibilities

• Study and apply Gallagher's resources (Underwriting, Compliance, GSC), available tools (Excel, PowerPoint, etc.), established work products and knowledge (benefits, self-funding etc.) to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members
• Complete Employee Benefits 101 curriculum in eLearn
• Gather and store new client information for the GSC
• Provide support to GBS (Office) by completing and adhering to CSO processes as directed
• Learn, support and assist with the Client Service Cycle with oversight from experienced team members
• Begin to understand basic concepts of fully-insured renewal process
• Begin to recognize basic concepts and definitions of self-funded plan designs and quarterly/experience reporting
• Become familiar with the vendors and carriers and begin to understand the concept of ‘preferred vendors'
• Complete all training necessary to become familiar with and apply the GBS BOSS Professional Standards
• Assist service team with small, fully insured RFPs; learning to update and maintain plan options with direction
• Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners
• Assist with basic and straightforward client communications
• Shadow client meetings and provide logistical support
• Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate on client calls and correspond via email
• Be innovative and don't be satisfied with the status quo! Generate new and practical ideas, always look to improve upon technical and professional skills

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree