Client Associate

Gallagher; Ocala (FL); On-site; Confidential; Full time

Benefits offered by this job

Medical/dental/vision plans

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Flexible work hours

Training programs

Gallagher Thrive program

Job summary

Gallagher Benefit Services in the United States is seeking a detail-oriented administrative support specialist to help the branch stay organized and responsive. You will assist with day-to-day workflow, manage client needs, and ensure data, documents, and timelines are accurate.

This role emphasizes strong communication, reliable follow-through, and the ability to handle multiple tasks while meeting deadlines.

Qualifications

• High School diploma or equivalent plus 1 year of directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Associate’s degree, professional certification, or equivalent training and experience preferred.
• Previous experience managing client relationships.

Responsibilities

• Help the branch stay organized and responsive by supporting day-to-day workflow and routine client needs.
• Use the right tools, follow process steps, and keep data, documents, and timelines on track.
• Help production and client service colleagues by taking on tasks that make service smoother for clients.
• Keep track of details and follow steps carefully.
• Support clients and colleagues by phone, email, and written updates.

Skills

Microsoft Office

Basic math

Communication skills

Time management

Education

High School diploma or equivalent

Associate’s degree or professional certification

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.

How You'll Make An Impact

• Help the branch stay organized and responsive by supporting day-to-day workflow and routine client needs.
• Use the right tools, follow process steps, and keep data, documents, and timelines on track.
• Help production and client service colleagues by taking on tasks that make service smoother for clients. This kind of work fits Gallagher's focus on doing the right thing, being service-minded, and working together toward shared goals.
• Keep track of details and follow steps carefully.
• Support clients and colleagues by phone, email, and written updates.

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

• Ability to use office systems to create and update documents, certificates, forms, and reports.
• Ability to manage more than one task at a time and stay on top of deadlines.
• Ability to follow process rules and data requirements.
• Exceptional organizational skills.
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.

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

Click Here to review our U.S. Eligibility Requirements

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.

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.