Client Service Associate
Client Service Associate I
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're 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 provide a comprehensive overview of the risk landscape 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.
The Client Service Associate I is accountable for delivering high quality and efficient service to internal clients by assisting with the Branch's overall workflow processes. This role reports directly into either the Client Service Director or the Client Service Supervisor. The Client Service Associate I contributes to key business outcomes such as client retention, internal 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
Executes business needs that require attention and clerical/administrative work:
- Assists with the Branch's overall workflow processes
- Creates documents, using appropriate systems and resources, which may include Surety Wave, Excel spreadsheets for line cards, bid bonds and final bonds, etc.
- Set-up and maintain thorough bond and financial records in the electronic document management system (DMS)
- Learn the accounting system EPIC, processing of new business, renewals and accounting issues
- Researches and resolves routine issues
- Produces confidential reports for special projects
- Escalates issues to Client Service Managers, Account Executives and/or Surety Manager
- Interfaces with carriers as necessary and appropriate
About You
High school diploma/equivalent plus 1+ year directly applicable experience. Associate's degree, professional certification, or equivalent training and experience preferred. Strong written and verbal communication skills. Proficient in using technology as a tool to maximize productivity and quality. Exceptional administrative skills. Basic math skills. Proficient in Microsoft Office applications.
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. Inclusion and diversity 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 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.