Client Associate

Gallagher Benefit Services; Grand Rapids (MI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development

Collaborative culture

Job summary

Gallagher Benefit Services is seeking a Client Associate to support account teams in delivering exceptional client service. You will learn the business hands-on, assisting with enrollment meetings, preparing materials, and maintaining client records under guidance.

Ideal candidates have a high school diploma and 1 year of relevant experience, with proficiency in Microsoft Office and strong communication skills.

Qualifications

• Required: High School diploma/equivalent plus 1 year directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Preferred: Associate's degree, professional certification, or equivalent training and experience preferred.
• Strong written and verbal communication skills.

Responsibilities

• Support account teams in delivering exceptional client service.
• Assist with preparing RFPs and coordinating vendor responses.
• Create client presentations and materials for open enrollment meetings.
• Attend client calls and reply to clients via email.
• Maintain up-to-date records in the Document Management System (DMS).
• Support with administrative tasks and general office duties.
• Uphold Gallagher’s standards and ethics.

Skills

Verbal communication

Written communication

Basic math skills

Education

High School diploma or equivalent

Associate's degree

Professional certification

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

About You

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

Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.

Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

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)