Trainee / Associate - Client Services

Arthur J. Gallagher & Co. (AJG); Mumbai; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Career development opportunities

Collaborative culture

Job summary

Gallagher in India is seeking a Commerce Graduate with strong analytical skills to support proportional treaty client accounting, file documentation, and post-placement activities across assigned portfolios.

You will collaborate with Account Managers and Client Service Advocates, manage queries, ensure compliance, and help with renewal information while building stakeholder relationships.

Qualifications

• Analytical mindset with eye for detail and ability to interpret documents.
• Written & verbal business communication proficiency.
• Proficiency in MS Excel and Word.

Responsibilities

• Analyse proportional treaty client documentation and bordereaux for compliance with contractual conditions and respond to client queries.
• Work independently to manage and resolve client and claims queries, escalating as needed to ensure timely resolution.
• Understand placement obligations and coverage; maintain workload and delivery per business needs.
• Develop understanding of business processes and ensure compliance with internal/external regulations.
• Maintain effective stakeholder relationships and share knowledge with peers to achieve client outcomes.
• Monitor financial aspects and timely reporting; update renewal information when requested.

Skills

Analytical skills

Business communication

MS Office

Education

Commerce Graduate

Job description

Introduction

Welcome to Gallagher in India — where expertise, technology, and purpose come together. Since 2006, Gallagher in India has supported global teams by delivering quality, service, and speed through deep expertise, smart technology, and specialized knowledge services. More than just an operations center, it’s a place where careers grow through collaboration, continuous learning, and purposeful work. We drive efficiency, compliance, and innovation so our teams can focus on serving clients. If you enjoy solving problems and working with purpose, Gallagher is the place where you can grow and feel a sense of belonging.

Overview

To provide services to simple and medium complex Client/Carrier portfolio with Proportional Treaty placement and deal with post placement accounting activities. Ensure appropriate level of service is provided to all these Clients within their area of responsibility.

How you’ll make an impact

Responsibilities:

• Analyse technical Proportional Treaty client documentation / bordereaux received from assigned clients ensuring compliance with contractual conditions. Handle client queries in respect of the accounts as appropriate
• Work independently (or with the Account Manager / Client Service Advocate) to manage and resolve queries from Clients and Claims adjusters / Reinsurers, seeking assistance as required, ensuring escalation where necessary, and resolution with minimum delay
• Understand the contractual obligation / condition and coverage of a placement
• Manage workload / volumes and delivery expectations as per business requirement
• Develop a sound understanding of the business process
• Ensure adherence to compliance and operate within the guidelines of internal and external regulators. Ensure that all statutory and company procedures are followed while processing work to protect clients, colleagues and the business interests of the company
• Ensure ongoing, effective relationships with stakeholders (Internal/external)
• Works proactively with peer group and team members to share knowledge to achieve the best results for the clients
• Ensure that all Financial aspects (including but not limited to Uncorrelated Cash and Bureau debt) are handled timely and where possible, pre-emptive action is taken at an appropriate level to avoid such issues occurring
• Ensure all relevant reports (Operational and Financial) are reviewed on a timely basis and relevant comments are updated
• Support Placing team and Account Manager / Client Service Advocate by producing accurate and updated renewal information when requested

About you

Qualifications:

• Commerce Graduate
• Business Communication – Written & Verbal
• Analytical skills (including but not limited to - Eye for detail, Interpretation of documents)
• Basic MS Office Skills (especially, Excel and Word)

Ability:

• To prioritise and organise tasks with minimum assistance from others
• Demonstrate a level of Logical Thinking
• To be coachable

Additional Information

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)