Client Executive

Gallagher•Lake Mary, FL

2d•Hybrid

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. At Gallagher, we believe in shaping a future defined by excellence. As a Client Executive, you’ll be part of a team that builds lasting relationships with clients, delivers tailored insurance solutions, and champions The Gallagher Way. This role is perfect for someone who thrives on collaboration, innovation, and making a meaningful impact.

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 necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
Previous experience in managing client relationships essential.
Must possess strong written and verbal communication skills.

Nice To Haves

Insurance knowledge.
Solid financial acumen
A passion for helping clients and solving problems.
The ability to explain complex insurance concepts in simple terms.
Strong organizational skills to manage multiple accounts effectively.
A collaborative mindset and a commitment to ethical practices.
Must be able to build collaborative and mutually meaningful relationships with internal and external clients
Able to facilitate and/or lead group meetings with internal and external clients
Effectively manage/balance multiple and sometimes competing priorities.
Needs to be comfortable analyzing and using data to make decisions, working in a self-directed manner, and to act as a role model for high performance and Gallagher's shared values.

Responsibilities

Manage a portfolio of client accounts, ensuring they receive exceptional service every day.
Work closely with colleagues to identify opportunities for growth counsel clients on additional insurance options, and help them navigate their unique risks.
Contribute to client satisfaction and renention by fostering trust and delivering value.
Build strong relationships with clients through ongoing care and communication.
Identify opportunities to expand coverage and grow revenue.
Collaborate with your team to meet operational goals and performance metrics.
Actively seek referrals to bring new business prospects to Gallagher.

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