📁
Client Service/Account Management
📅
52185 Requisition #
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Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Position Summary:

The Client Representative 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.
   
Essential Duties & Responsibilities:
  • 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.
Additional Considerations

  • Assist with creation of client deliverables and preparing for delivery for client meetings.
  • Develop and manage strong business relationships with assigned clients in conjunction with GBS Consultant through in-person visits and phone contact at multiple levels within client organization.
  • Support delivery of client service plan with corresponding activities and deliverables.
  • Assist clients in developing employee communication strategies & materials.  Be prepared to create and deliver employee communication through technology tools, benefit summaries, webinars, open enrollment meetings and other methods as required and appropriate.
  • Provide compliance support for clients on a variety of Health & Welfare compliance areas such as:  PPACA, COBRA, FMLA, HIPAA etc.
  • Establish and maintain solid working relationships with GBS associates
  • Provide technical support to GBS Consultants and Employee Benefits staff, and work as a team to effectively cross-train client assignments and workflow
  • Solutions focused approach for addressing and resolving internal and external challenges

Required:
  • High School Diploma/GED and 1 or more years of related experience

Desired:

  • Appropriate license
Work Traits:
  • Understanding of the insurance brokerage business and customer service processes/tasks

U.S. Eligibility Requirements:

  • Interested candidates must submit an application and resume/CV online to be considered
  • Must be 18 years of age or older
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure


Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  

 
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.‚Äč 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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