Senior Client Services Representative, Captive Practice

Gallagher•Rolling Meadows, IL

23d

About The Position

Provides administrative support to less complex client accounts, assisting with marketing, claims, renewals, and sales under the guidance of senior staff. Handles client inquiries, prepares proposals and presentations, evaluates RFP responses, and may guide customer service or administrative staff.

Requirements

High School Diploma/GED and 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