Client Service Representative

Gallagher Benefit Services; Dartmouth; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Client Service Representative to enhance workplace environments. This role is pivotal in supporting internal teams by providing exceptional service and maintaining professional relationships. You'll engage with various departments, manage data entry into CRM systems, and assist in reporting tasks. With a focus on personal growth and professional development, this position offers a unique opportunity to impact lives positively while being part of a diverse and inclusive workplace. Join a team that values your contributions and encourages you to thrive.

Benefits

Flexible medical & dental coverage

Life and AD&D Insurance options

Retirement savings with company match

Employee Stock Purchase Plan

Educational expense reimbursement

Discounted gym membership

Flexible work arrangements

Paid sick days

Employee recognition program

Employee referral bonus program

Qualifications

• Proven relationship building skills across diverse audiences.
• Familiarity with MS Office suite of products.
• High level of learning agility and curiosity.

Responsibilities

• Build and maintain professional relationships with teams.
• Accurate processing of account data into CRM.
• Support reporting requirements through data gathering.

Skills

Relationship Building

MS Office Suite

Professionalism

Learning Agility

Communication Skills

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

CRM Software

MS Excel

MS PowerPoint

Job description

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

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.

Overview

The Client Service Representative (CSR) plays an integral role in the efficient and effective functioning of the Gallagher Benefits Services (GBS) sales and servicing team. By providing exceptional service to internal client groups, you empower our revenue-generating teams to focus on their goals & objectives, thereby having a direct impact on the firm's bottom line!

How you'll make an impact

• Build and maintain exceptional professional working relationships with Account Management, Production and Leadership teams
• Accurate & timely processing of new account data entry into a CRM platform, including data needed for policy renewals, contract updates, contact changes, group benefit carrier changes, etc.
• Supporting reporting requirements through data gathering, inputting into MS Excel and PowerPoint, invoicing & billing audits, and potentially formatting meeting minutes as required
• Ongoing learning regarding GBS product & service offerings in order to best support internal clients and your own professional development
• Handles calls and correspondence that are predominantly routine but may require some deviation from standard procedures

About you

• Proven relationship building skills across diverse audiences within a matrixed corporate environment
• Familiarity with MS Office suite of products (Outlook, Excel, PowerPoint, Word)
• Proven track record of professionalism with clients and establishing a positive rapport with every caller.
• High level of learning agility coupled with a natural curiosity and desire to grow professionally within the Human Capital Consulting realm
• Confidence to both accomplish tasks as required and to ask for assistance when appropriate

Compensation and benefits

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:

• Flexible medical & dental coverage to meet your household's needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan

Other benefits include:

• Educational expense reimbursement
• Employee assistance programs
• Discounted gym membership (GoodLife Fitness)
• Opportunity for flexible work arrangements
• Paid sick days & personal days
• Employee education recognition program
• Employee referral bonus program

We value inclusion and diversity

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.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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.