Inside Service Representative

Gallagher

Brookfield, Wisconsin

JOB DETAILS
SKILLS
Brokerage, Channel Support, Communication Skills, Community Support, Compensation and Benefits, Consulting, Customer Experience, Customer Relations, Customer Service Management, Customer Support/Service, Data Analysis, Data Quality, Dental Insurance, Detail Oriented, Diversity, Ecosystems, Embedded Systems, Equal Employment Opportunity (EEO), Fitness, Flexible Spending Accounts, Health Insurance, Healthcare, High School Diploma, Insurance, Life Insurance, Maintain Compliance, Management Consulting, Matching Gift Programs, Medical Conditions, Medical Genetics, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Military, Negotiation Skills, Operations Guidelines, Policy Development, Problem Solving Skills, Process Improvement, Psychiatry and Mental Health, Regional Sales, Risk, Risk Management, Sales, Sustainability, Systems Maintenance, Team Player, Time Management, Training Program, Vision Plan
LOCATION
Brookfield, Wisconsin
POSTED
2 days ago
Introduction:
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
 
Overview:

National Insurance Services provides active employee and retiree benefits, health insurance solutions, and full benefit consulting services that address your unique challenges and issues. We are a broker, administrator, and consultant all rolled into one.  As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.

 

Bring your customer‑focused mindset, problem‑solving skills, and passion for service to a role where you’ll make a real impact every day. As an Inside Service Representative with National Insurance Services, you’ll be the trusted expert clients rely on and the essential partner supporting our Account Representatives, Sales Representatives, and Regional Vice President.

 

This role is perfect for someone who thrives in a fast‑paced environment, enjoys building relationships, and wants to grow their career in the insurance industry. You’ll also obtain your Life & Health insurance licenses for all states in your assigned region within your first 90 days with full support from us.

How you'll make an impact:
  • Handle all aspects of review and distribution of plan documents (Joinder/Application, Certificates, and Amendments). Become the go‑to expert ensuring every document is accurate, polished, and delivered with precision.
  • Effectively service assigned caseload through annual service calls. Proactively identify need for insurance policy revisions through service calls. Support Account Representatives, Sales Representatives, and Regional Vice President by handling action items identified in service visits. Build strong client relationships, uncover opportunities for improvement, and turn insights into action that elevates the client experience.
  • Respond to frequent customer inquiries via telephone (inbound and outbound), e-mail, or letter. Counsel clients on appropriate administrative practices to ensure compliance and alignment with insurance policy language. Be the trusted voice clients depend on — offering clarity, guidance, and confidence with every interaction.
  • Initiate requests for policy language updates to carriers. Negotiate with carrier for provision updates and/or rate impact, and effectively communicate rate impact and policy language accommodations to Regional Vice President, Sales Representatives, Account Representative, or client. Take the lead in collaborating with carriers, advocating for client needs, and communicating updates with professionalism and ease.
  • Review and evaluate monthly renewal actions for assigned cases and prepare renewal letters. Collaborate with Account Representatives, Sales Representatives, or Regional Vice President for renewal delivery to the client. Play a key role in the renewal process, ensuring clients receive timely, accurate, and well‑crafted renewal communications.
  • Maintain and update all systems databases and customer files per company guidelines. Keep operations running smoothly with meticulous attention to detail and consistent data accuracy.
  • Collaborate with Customer Service Supervisor to identify opportunities for process improvement or service enhancements. Help shape the future of our service model by sharing insights and championing improvements.
  • Other duties as assigned. Jump in where needed and contribute to a collaborative, supportive team environment.
About you:

Required: High school diploma and a minimum of 1 year of customer service experience. Strong typing and basic computer skills.

Preferred: Working knowledge of MS systems, i.e., MS Excel, MS PowerPoint, Outlook and MS Word.

Compensation and benefits:

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, 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, 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...

**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

Click Hereto 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.

About the Company

G

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.

COMPANY SIZE
10,000 employees or more
INDUSTRY
Insurance
FOUNDED
1927
WEBSITE
https://www.ajg.com/