Senior Client Services Representative, Captive Practice

Gallagher•Rolling Meadows, IL

23d

About The Position

At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcome drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose. Provides administrative support to less complex client accounts, assists 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.
Understanding of the insurance business and customer service techniques

Nice To Haves

Appropriate license

Responsibilities

Assists Account Manager, Account Executive, and Account Team 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 goal associated with assigned accounts.
Under direction of more senior staff, provides administrative support to an assigned group of clients.
Resolves customer inquiries that require research and interaction with carrier or agent.
Requires assistance when resolving more complex problems.
Day-to-day client contacts are generally mid- or lower-level client staff and contact with carriers.
Responds to client questions and maintains a log of conversations.
Markets new and renewal accounts according to company guidelines.
Creates 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

We offer a competitive and comprehensive compensation package.
Medical/Dental/Vision plans, that start from day one!
Life and accident insurance
401(K) and Roth options
Pre-taxed accounts (HSA, FSA)
Tuition reimbursement
Paid parental leave
Other benefits include:
Mental health services (Employee Assistance Program)
Flexible work hours (availability varies by office and job function)
Wellness program
Health engagement program – improve your health through challenges, workshops and digital fitness programs for your overall well-being
Charitable matching gift program
And more...