Client Executive

Arthur J. GallagherBellevue, WA
8d

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. How you'll make an impact The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch. This role directly contributes to key business outcomes such as revenue growth, 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. The CS Executive's primary areas of focus are; Supporting the business priorities of Branch Managers, Production team members, and the client service function, Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk, Delivering high quality client service consistent with AJG operational standards and practices, and Achieving operational productivity and performance metrics consistently. Further responsibilities include; Growing and profitably managing an assigned group of client accounts successfully, Building relationships with existing clients by providing exceptional ongoing customer care, Seeking referrals from current client base to solicit new business prospects, and Securing existing business and actively driving the sale of additional services and lines of coverage.

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
  • P&C experience preferred, as well as solid financial acumen
  • 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
  • Act as a role model for high performance and Gallagher's shared values

Responsibilities

  • Expanding existing relationships
  • Delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch
  • Supporting the business priorities of Branch Managers, Production team members, and the client service function
  • Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk
  • Delivering high quality client service consistent with AJG operational standards and practices
  • Achieving operational productivity and performance metrics consistently
  • Growing and profitably managing an assigned group of client accounts successfully
  • Building relationships with existing clients by providing exceptional ongoing customer care
  • Seeking referrals from current client base to solicit new business prospects
  • Securing existing business and actively driving the sale of additional services and lines of coverage

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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