Client Service Associate II - Gallagher
Charlotte, NC 28209
About the Job
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview:As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands on learning you will gain the knowledge, skills and abilities to make client-related decisions independently.
How you'll make an impact:- You will support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
- We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials
- You become proficient with industry knowledge and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
- Prepare RFPs, coordinate vendor responses, and create client presentations
- You begin to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
- Establish positive relationships in your office and support with administrative tasks as needed
- You will maintain up-to-date records in the Document Management System (DMS)
- You complete all GBS Employee Benefits Curriculum and learn from your team
- Guide junior teammates and support the broader client service team during peak enrollment season
- We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way
What skills will make me successful in this role?
- You have excellent verbal and written communication skills
- Capable of developing professional relationships with internal and external partners
- We are a collaborative team and look for teammates who are capable of meeting deadlines
- You are resilient and adaptable in the face of shifting priorities
- You seek to learn about your team and help the branch meet their goals
- You actively seek to develop professional skills
- Aim to improve personal efficiency and productivity
- You are able to clarify priorities/requests and manage your time wisely
- You are eager to support the team
- You are interested in building a knowledge of Gallagher tools, systems and shared resources
- We look for the people who go the “Extra Mile” to achieve results
- You actively approach issues that could impact client retention
About you:
- High School Diploma and 1 year of equivalent work experience. Bachelor’s Degree preferred
- Proficiency in Microsoft Office
- Basic Math Skills
- Life & Health License (or obtained within first 90 days of employment)
On top of a competitive salary, great 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)
- Educational 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 – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. 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 that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.