Client Service Associate I

Gallagher•Lake Mary, FL

11d

About The Position

The Branch Client Service Associate I delivers high-quality, efficient service to internal and external clients by assisting with the branch’s overall workflow processes and providing routine client support. The role supports business priorities for Production team members and the Client Service function, and contributes to client retention, client satisfaction, Gallagher’s value to clients and prospects, operating and margin targets, and a culture of performance and continuous improvement. The associate follows efficiency, productivity, and process standards, including requirements for data and documents, timelines, and tool usage. The role assists with branch workflow and creates documents, certificates, and other materials—such as communications, forms, certificates, and reports—using appropriate systems and resources. The position reports to either the Branch Client Service Management Manager or the Branch Client Service Supervisor.

Requirements

High school diploma or equivalent.
At least 1 year of directly applicable experience.
Proficiency in Microsoft Office.
Basic math skills.
Exceptional organizational skills.
Proficiency in using technology to maximize productivity and quality.
Strong written and verbal communication skills.

Nice To Haves

Associate’s degree, professional certification, or equivalent training and experience.
Previous experience managing client relationships.

Responsibilities

Deliver high-quality and efficient routine support to internal and external clients.
Assist with the branch’s overall workflow processes.
Support the business priorities of Production team members and the Client Service function.
Adhere to efficiency, productivity, and process standards, including data and document requirements, timelines, and tool usage.
Create communications, forms, certificates, reports, and other documents using appropriate systems and resources.
Contribute to client retention and satisfaction, Gallagher’s value to clients and prospects, operating and margin targets, and continuous improvement.