Client Service Associate

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We are looking for a Personal Lines Client Service Associe to join our growing team. This role is perfect for someone who is detail-oriented, organized, and enjoys working in a collaborive 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.  

As a Client Service Associe, you’ll play a key role in supporting the Personal Lines department by assisting with quotes, policy changes, carrier research, and documention. You’ll also help ensure smooth communicion 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 relionships with clients, and conduct periodic audits to ensure compliance standards are met. By maintaining accure client and policy da within Gallagher systems and using our technology to improve productivity, you’ll help us deliver exceptional results.

Some of your job duties will include the following:

• 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 negotiions.
• Genere reports and maintain accure records in Epic, Excel, and SharePoint.
• Build strong relionships with carriers and assist in researching industry trends.
• Support accounting processes, including reviewing A/R reports and resolving system-reled mters. 

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic mh skills. 

Preferred: Associe's degree, professional certificion, or equivalent training and experience preferred. Previous experience managing client relionships.

Behaviors: Exceptional organizional skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communicion skills.

We offer a competitive and comprehensive compension package. The base salary range represents the anticiped low end and high end of the range for this position. The actual compension will be influenced by a wide range of factors including, but not limited to previous experience, educion, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, gre teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educional expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – eleving your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable mching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

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Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organizion. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes th all persons are entitled to equal employment opportunity and prohibits any form of discriminion by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy stus), sexual oriention, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital stus, parental stus, age, nional origin, ancestry, disability, medical condition, genetic informion, veteran or military stus, citizenship stus, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, ste, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relionship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compension, benefits, layoff, and terminion. In addition, Gallagher will make reasonable accommodions to known physical or mental limitions of an otherwise qualified person with a disability, unless the accommodion would impose an undue hardship on the operion of our business.

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