Client Associate

Gallagher; Bellevue (WA); On-site; Confidential; Full time

Benefits offered by this job

Competitive pay

Benefits package

Career development

Collaborative culture

Global reach

Job summary

Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn the business, work alongside experienced teammates, and gain hands-on experience to make client-related decisions.

You''ll support renewal processes, learn Gallagher''s resources, and help prepare RFPs, client presentations, and enrollment efforts while building relationships and maintaining records.

Qualifications

• High School diploma or equivalent with 1 year direct experience.
• Proficiency in Microsoft Office and basic math skills.
• Preferred: Life & Health License within 30 days of employment.
• Preferred: Associate's degree.

Responsibilities

• Support renewal process to ensure a seamless renewal and help retain business.
• Learn Gallagher’s resources to improve efficiency and effectiveness in delivering client materials.
• Familiarize with insurance industry and Gallagher Professional Standards including Peer Review.
• Assist Client Service Managers with RFPs, coordinate vendor responses, and create client presentations.
• Observe and participate in open enrollment meetings and client communications.
• Maintain up-to-date records in the Document Management System (DMS).

Skills

Verbal and written communication

Client relationship development

Time management

Team collaboration

Adaptability

Learning mindset

Attention to deadlines

Gallagher tools knowledge

Customer service

Education

High School diploma/equivalent + 1 year experience

Associate's degree

Tools

Microsoft Office

Document Management System (DMS)

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.

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 30 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

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)