Private Client Service Associate

Gallagher; Westport (CT); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development

People-first culture

Meaningful work with global reach and

Job summary

Gallagher is seeking a Client Service Associate to join our Private Client team. You will help clients solve challenges, handle renewals, process certificates of insurance, and support sales efforts with accurate proposals. This role emphasizes teamwork, service excellence, and data accuracy.

You'll collaborate with colleagues to improve workflows, maintain client data, and ensure compliance while delivering high-quality service for our clients.

Qualifications

• High School diploma/equivalent with 1 year of relevant experience.
• Preferred: Associate's degree or professional certification.
• Strong organizational, communication, and data entry skills.

Responsibilities

• Contribute to renewal process with timely, 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

Microsoft Office

Basic math

Licensing

Education

High School diploma/equivalent

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

At Gallagher, we’re looking for a Client Service Associate to join our Private Client 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

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

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)