Client Services Representative

Gallagher • Rolling Meadows, IL

8h

About The Position

Provides administrative and client service support to Account Managers and Brokers by assisting with marketing, renewals, proposals, and handling client inquiries for a less complex book of business. Collaborates with carriers and internal teams to resolve issues, prepares client materials, and maintains communication records while escalating more complex matters as needed.

Requirements

• High School Diploma/GED
• 1+ years of related experience

Nice To Haves

• Appropriate license
• Understanding of the insurance brokerage business and customer service processes/tasks

Responsibilities

• Assists Account Manager, Account Executives, Producers, Brokers in servicing designated group of clients or book of business as it relates to marketing, claims, administration, and sales.
• Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts.
• Under direction of more senior staff, provides administrative support to an assigned group of clients.
• Resolves customer service inquiries that require research and interactions with carriers or agents.
• Generally requires assistance when resolving more complex problems.
• Day-to-day client contacts are generally mid- or lower-level client staff and contact with clients.
• Responds to client questions and maintains a log of conversations.
• Markets new and renewal accounts according to company procedures.
• Evaluates all proposals to include in spreadsheets.
• Prepares renewals and client information presentations and assists in preparing RFP responses.
• May provide guidance and direction to Customer Service Reps or administrative support.

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
• Education Level: High school or GED