Client Associate

Gallagher; San Diego (CA); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs for up

Career development opportunities

Collaborative, people-first culture

Meaningful work with global reach

Job summary

Gallagher is seeking a Senior Client Service Associate to join our Commercial team. You’ll help clients solve challenges and deliver tailored insurance solutions, working closely with colleagues to ensure every client interaction is meaningful and impactful.

This role supports renewals and new business, processes certificates of insurance, and keeps client and policy data up to date in Gallagher’s systems. You’ll collaborate across teams to improve processes, build strong client relationships,

Qualifications

• High school diploma or GED.
• 1+ years relevant work experience.
• Proficiency in Microsoft Office.
• Desire to build relationships and deliver results.
• Adaptability in shifting priorities.
• Collaborative mindset across teams.

Responsibilities

• Contribute to renewal process by delivering timely and high-quality solutions to support client retention and satisfaction.
• Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
• Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems.
• Work with Client Service and Production teams to improve processes, meet goals, and maintain high productivity standards.
• Conduct regular audits to ensure compliance with regulations and service standards.
• Use Gallagher’s technology to enhance productivity and deliver quality results.
• Manage multiple priorities effectively, ensuring all tasks are completed on time.
• Build strong relationships with clients and their representatives, ensuring they feel supported and valued.

Skills

Relationship-building

Adaptability

Communication skills

Team collaboration

Education

High School diploma or GED

Associate's degree preferred

Tools

Microsoft Office

Job description

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

At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help clients solve challenges and deliver tailored insurance solutions. You’ll work closely with colleagues to ensure every client interaction is meaningful and impactful. This is your chance to be part of a team that values collaboration, growth, and service excellence.

How You’ll Make An Impact

You’ll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates of insurance, you’ll handle important tasks that keep our operations running smoothly. You’ll also collaborate with team members to improve workflows, nurture client relationships, and maintain accurate data. Your work will directly contribute to delivering high-quality results and meeting compliance standards.

Here’s what you’ll do:

• Contribute to the renewal process by delivering timely and high-quality solutions to support client retention and satisfaction
• Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
• Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems.
• Work with Client Service and Production teams to improve processes, meet goals, and maintain high productivity standards.
• Conduct regular audits to ensure compliance with regulations and service standards.
• Use Gallagher’s technology to enhance productivity and deliver quality results.
• Manage multiple priorities effectively, ensuring all tasks are completed on time.
• Build strong relationships with clients and their representatives, ensuring they feel supported and valued.

About You

Here’s what you’ll bring to the role:

• A high school diploma or GED.
• Minimum of 1+ years relevant work experience.
• Proficiency in Microsoft Office
• A desire to build relationships and deliver results.
• Adaptability and resilience in managing shifting priorities.
• A collaborative mindset to work with teams across Gallagher.

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)