Client Service Executive at Gallagher

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

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.

Future opportunity for a Client Service Executive. While this role is not currently open, we are always looking to connect with talented professionals like yourself for upcoming opportunities.

We are looking for an experienced Account Executive/Client Service Executive who will be responsible for the day-to-day, account management of Gallagher’s relationships with assigned clients as their primary role. You will support the senior servicing staff/service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the value Gallagher delivers to clients.

What a day will look like

• Assist Client Service Director or the Producer with day-to-day coverage questions and contract reviews.
• Proactively coordinate renewal cycle to ensure all necessary steps are completed in a timely fashion.
• Answer client questions on applications and requested renewal information.
• Communicate and maintain good working relationships with markets.
• Assist in preparing renewal strategy documents and proposals.
• Prepare and/or check market submissions.
• Analyze quotes from carriers and negotiate terms and conditions.
• Responsible for binding of renewal coverage and the accuracy of programs that are bound.
• Process certificates, endorsements, invoices, policies, endorsements, and audits.
• Responsible for certificates, endorsements, audits, invoicing, and policy checking.
• Provide a high level of day-to-day technical support to the team.
• Ensure that all documentation is received on a timely basis and is accurate.
• Manage policy and endorsement follow up system, including maintaining reminder system.
• Prepare proposals and presentations to existing clients and prospective new clients.
• Navigate carriers’ web sites to obtain endorsements, loss runs, renewal policies, and invoices.
• Communicate with markets for renewal policies, endorsement requests, and invoices.
• Assist other team members to balance workloads when needed.
• Provide backup for other team members during their absence.
• Undertake various duties as assigned.

Skills and experience that will lead to success

• Strong technical property and casualty knowledge
• Background in account management, servicing, placement and negotiation of property and casualty coverages
• Ability to solve problems and think independently
• Strong written and verbal communication skills
• Ability to pay attention to detail while working under pressure
• Ability to organize, prioritize, monitor and control workflow, with close attention to deadlines
• Be energetic/have a sense of urgency
• Positive and flexible attitude

Required

• Current Property and Casualty License.
• Bachelor’s degree with 5+ years client service and/or claims management experience-OR-High School degree/GED with 10+ years client service and/or claims management experience.

Preferred

• Commercial (property/casualty) insurance knowledge and experience managing client relationships.
• Solid financial acumen.

Behaviors

• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.
• Comfortably engage others in consultative discussion.
• Effectively manages/balances multiple and sometimes competing priorities.
• Works in a self-directed manner.

#LI-WM1

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.