Client Service Executive

GallagherGreenville, SC
2d

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. 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.

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 a current Property and Casualty License
  • 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.
  • 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, and 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.

Nice To Haves

  • Insurance knowledge.
  • Property and Casualty experience preferred, as well as solid financial acumen

Responsibilities

  • 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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