Client Associate

Arthur J. Gallagher & Co. (AJG); Bellevue (WA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Educational expense reimbursement

Paid parental leave

Digital mental health services

Job summary

A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability, and a willingness to learn. The successful candidate will collaborate with experienced team members and will have access to comprehensive training and a competitive benefits package, including medical and flexible work hours.

Qualifications

• Must obtain Life & Health License within the first 60-90 days of employment, if not already licensed.
• 1 year directly applicable experience is valued.

Responsibilities

• Support the employee benefits Client Service Cycle.
• Assist Client Service Managers with RFP preparation.
• Maintain records in the Document Management System.
• Participate in client calls and meetings.

Skills

Excellent verbal and written communication skills

Client retention strategies

Relationship building

Adaptability

Time management

Proficiency in Microsoft Office

Resilient approach

Learning eagerness

Team collaboration

Education

High School diploma or equivalent

Associate's degree (preferred)

Tools

Microsoft Office

Job description

Introduction

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

As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands on learning, you will gain the knowledge, skills and abilities to make client-related decisions independently.

How you'll make an impact

• You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
• We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials
• You familiarize yourself with the insurance industry and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
• We assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and create client presentations
• You observe how to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
• You establish positive relationships in your office and support with administrative tasks as needed
• You will maintain up-to-date records in the Document Management System (DMS)
• You complete all GBS Employee Benefits curriculum and learn from your team
• We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way

What skills will make me successful in this role?

• You have excellent verbal and written communication skills
• Actively approach issues that could impact client retention
• Capable of developing professional relationships with internal and external partners
• You are resilient and adaptable in the face of shifting priorities
• You seek to learn about your team and help the branch meet their goals
• You actively seek to develop professional skills
• Aim to improve personal efficiency and productivity
• You are able to clarify priorities/requests and manage your time wisely
• You are eager to support the team
• You are interested in building a knowledge of Gallagher tools, systems and shared resources
• We look for the people who go the “Extra Mile” to achieve results
• We are a collaborative team and look for teammates who are capable of meeting deadlines

About You

Required

• High School diploma/equivalent plus 1 year directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.

Preferred

• Must obtain Life & Health License within the first 60-90 days of employment, if not already licensed
• Associate's degree.

Behaviors

• Exceptional organizational skills,
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills, professional certification, or equivalent training and experience preferred. Previous experience managing client relations

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

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, 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.