Private Client Services Associate: Impact You Can Deliver

Gallagher; Westport (CT); In loco; Confidential; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation

Comprehensive benefits

Career development

People-first culture

Meaningful work with global reach and

Descrizione del lavoro

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.

Competenze

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

Mansioni

• 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.

Conoscenze

Microsoft Office

Basic math

Licensing

Formazione

High School diploma/equivalent

Descrizione del lavoro

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.