Senior Client Service Associate
About The Position
We are looking for a Personal Lines Client Service Associate to join our growing team. This role is perfect for someone who is detail-oriented, organized, and enjoys working in a collaborative environment. You’ll have the opportunity to develop your skills and obtain your insurance license while making a meaningful impact on our clients and team. This is a full-time position that will have a hybrid work schedule once the training period has ended. The typical working hours are Monday through Friday from 8:30 am to 4:30 pm. As a Client Service Associate, you’ll play a key role in supporting the Personal Lines department by assisting with quotes, endorsements, billing questions, policy changes, carrier research, and documentation. You’ll also help ensure smooth communication with clients and carriers while contributing to the overall success of the team. In this role, you’ll play a key part in ensuring our clients receive the best possible service. You’ll also support business activities and you will work closely with the team to achieve shared goals, nurture relationships with clients, and conduct periodic audits to ensure compliance standards are met. By maintaining accurate client and policy data within Gallagher systems and using our technology to improve productivity, you’ll help us deliver exceptional results.
Requirements
- A high school diploma or GED.
- At least one year of relevant work experience.
- Proficiency in Microsoft Office and basic maths skills.
- A desire to build strong relationships with clients and internal teams.
- The ability to adapt to shifting priorities and maintain resilience.
- A collaborative mindset and eagerness to work with colleagues across teams.
- Exceptional organizational skills
- Proficient in using technology as a tool to maximize productivity and quality.
- Strong written and verbal communication skills.
Nice To Haves
- An associate’s degree, professional certification, or equivalent experience.
- Previous experience managing client relationships.
- Associate's degree, professional certification, or equivalent training and experience preferred.
- Previous experience managing client relationships.
Responsibilities
- Prepare summaries of insurance and proof of insurance documents.
- Process policy changes, endorsements, and auto ID cards in Epic.
- Assist with quoting, reviewing, and summarizing new and renewal policies.
- Serve as a key point of contact for clients, handling policy transmittals and summaries.
- Work with carriers to monitor quotes, identify gaps, and support negotiations.
- Generate reports and maintain accurate records in Epic, Excel, and SharePoint.
- Build strong relationships with carriers and assist in researching industry trends.
- Support accounting processes, including reviewing A/R reports and resolving system-related matters.
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
