Client Executive

Gallagher; Columbia (SC); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

Collaborative culture

Job summary

Gallagher is seeking a Client Service Executive in Columbia, SC to expand relationships and deliver high quality service to a diverse client base. You will counsel clients on additional insurance lines, manage key accounts, and strive for revenue growth while meeting performance metrics.

Requires a Bachelor's degree with 5+ years in client service or claims management, licensing as needed, and ability to travel up to 25%.

Qualifications

• Bachelor's degree with 5+ years client service and/or claims management experience.
• High School degree/GED with 10+ years client service and/or claims management experience.
• Licensing as required and ability to travel up to 25%.
• Proficiency in Microsoft Office and using technology to maximize productivity.
• Strong written and verbal communication skills.

Responsibilities

• Expand existing relationships and deliver high quality service to internal and external clients.
• Counsel clients on additional lines of insurance or limit increases based on exposure.
• Deliver service meeting AJG standards and maintain productivity and performance metrics.
• Grow and profitably manage an assigned group of client accounts.
• Build relationships with clients, seek referrals, and solicit new business prospects.
• Drive sale of additional services and lines of coverage.

Skills

Written and verbal communication

Client relationship management

Data analysis

Self-directed work

Travel readiness

Education

Bachelor's degree

High School diploma/GED

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.

How You'll Make An Impact

The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch.

This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.

The CS Executive's primary areas of focus are:

• Supporting the business priorities of Branch Managers, Production team members, and the client service function
• Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk
• Delivering high quality client service consistent with AJG operational standards and practices, and Achieving operational productivity and performance metrics consistently

Further responsibilities include:

• Growing and profitably managing an assigned group of client accounts successfully
• Building relationships with existing clients by providing exceptional ongoing customer care
• Seeking referrals from current client base to solicit new business prospects
• Securing existing business and actively driving the sale of additional services and lines of coverage

About You

Required:

• Bachelor's degree with 5+ years client service and/or claims management experience
• -OR- High School degree/GED with 10+ years client service and/or claims management experience
• Must hold appropriate licensing as required and be able to travel up to 25% of the time
• Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality. Previous experience in managing client relationships essential
• Must possess strong written and verbal communication skills.

Preferred:

Insurance knowledge. P&C experience preferred, as well as solid financial acumen

Behaviors:

Must be able to build collaborative and mutually meaningful relationships with internal and external clients, able to facilitate and/or lead group meetings with internal and external clients, and effectively manage/balance multiple and sometimes competing priorities. Needs to be comfortable analyzing and using data to make decisions, working in a self-directed manner, and to act as a role model for high performance and Gallagher's shared values.

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)