Personal Lines Client Service Specialist

Gallagher; Humble (TX); Remote; Confidential; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Career development

Collaborative culture

Remote work

Job summary

Gallagher is seeking a Client Service Specialist in Personal Lines for a fully remote role, supporting our Woodland Hills, CA zone. You will deliver high-quality client service, guide policy changes, billing inquiries, and renewals while building trusted relationships with clients and internal partners.

Ideal candidates bring 1–2 years in customer service or insurance, hold a P&C license or commit to obtaining it within 90 days, and thrive in a fast-paced digital environment.

Qualifications

• 1–2 years in customer service, insurance, or related field.
• Ability to explain coverages and next steps clearly.
• Strong organization and attention to detail.
• Client-first mindset with responsiveness and professionalism.
• Eagerness to grow into a consultative professional.

Responsibilities

• Serve as a trusted contact within a pooled model for Personal Lines needs.
• Manage inbound/outbound interactions across channels with clarity and care.
• Handle billing inquiries and guide payments.
• Process policy changes, endorsements, cancellations, and renewals accurately.
• Explain coverages and options clearly to clients.
• Support claims and set expectations for next steps.
• Proactively identify client needs and strengthen coverage solutions.
• Resolve routine requests independently and escalate complex cases.

Skills

Customer service

Insurance knowledge

P&C license

Clear communication

Organization

Problem solving

Adaptability

Coachability

Curiosity

Education

High School Diploma

Tools

CRM software

Billing systems

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Start building a career where every interaction counts. As a Client Service Specialist in Personal Lines, you’ll deliver responsive, high‑quality support while developing the skills to become a trusted partner to clients. You’ll go beyond handling requests, learning to identify needs, guide decisions, and contribute to stronger client relationships. In a digitally evolving environment, you’ll gain hands‑on experience with tools that streamline service and elevate performance, setting you up for rapid growth. This is a fully remote position with a schedule of Monday through Friday, 8:00 am to 5:00 pm MST. If you’re passionate about building relationships, solving problems, and making a real impact, this could be the perfect role for you. This role supports our Woodland Hills, CA zone.

How You’ll Make An Impact

• Act as a trusted contact within a pooled model, delivering responsive, accurate support across Personal Lines needs.
• Manage inbound and outbound interactions across channels, ensuring clear, efficient, relationship‑focused experiences.
• Handle billing inquiries, guiding payments and resolutions while coordinating for timely outcomes.
• Process policy changes, endorsements, cancellations, and renewals with accuracy and compliance.
• Explain coverage, exclusions, and options in a clear, client‑friendly way.
• Support claims by guiding next steps and setting clear expectations.
• Take a proactive, consultative approach, identifying needs and strengthening coverage solutions.
• Resolve standard requests independently, escalating complex cases as needed.
• Use digital tools to deliver faster, more streamlined service.
• Build trust through consistent, high‑quality interactions that drive retention.

About You

• Bring 1–2 years of customer service, insurance, or related experience, or the drive to gain it quickly.
• Hold a P&C license or commit to obtaining it within 90 days.
• Communicate clearly, explaining coverage and next steps in a client‑friendly way.
• Stay organized and detail‑oriented, ensuring accuracy across tasks and priorities.
• Demonstrate a client‑first mindset, building trust through responsiveness and professionalism.
• Solve problems proactively, handling inquiries with care and timely resolution.
• Adapt quickly to new systems and digital tools.
• Show coachability and flexibility while growing into greater responsibility.
• Exhibit curiosity, accountability, and a strong drive to develop into a consultative professional.

Compensation And Benefits

• 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)