Business Operations, Business Support, Claims Management, Communication Skills, Continuous Improvement, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Customer Service Management, Customer Support/Service, Data Analysis, Employee Benefits, Insurance, Leadership, Licensing, Microsoft Office, Performance Management, Performance Metrics, Performance Modeling, Presentation/Verbal Skills, Problem Solving Skills, Productivity Management, Revenue Growth, Risk, Sales Management, Secondary School, Team Lead/Manager, Team Player, Willing to Travel, Writing Skills
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview:
The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.
How you'll make an impact:
- Supporting the business priorities of Branch Managers, Production team members, and the client service function.
- Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk.
- Delivering high quality client service consistent with AJG operational standards and practices.
- Achieving operational productivity and performance metrics consistently.
- Growing and profitably managing an assigned group of client accounts successfully.
- Building relationships with existing clients by providing exceptional ongoing customer care.
- Seeking referrals from current client base to solicit new business prospects.
- Securing existing business and actively driving the sale of additional services and lines of coverage.
About you:
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.
- Must hold appropriate licensing as required
- Able to travel up to 25% of the time.
- Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
- Previous experience in managing client relationships is essential.
- Must possess strong written and verbal communication skills.
- Must be able to build collaborative and mutually meaningful relationships with internal and external clients
- Able to facilitate and/or lead group meetings with internal and external clients.
- Able to effectively manage/balance multiple and sometimes competing priorities.
- Comfortable analyzing and using data to make decisions, working in a self-directed manner
- Act as a role model for high performance and Gallagher's shared values
- Insurance knowledge. Employee benefits experience preferred, as well as solid financial acumen
Compensation and benefits:
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
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Gallagher
Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.