Private Client Services Specialist

Gallagher

Westport (CT)

In loco

USD 45.000 - 65.000

Tempo pieno

5 giorni fa
Candidati tra i primi

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Vantaggi offerti da questo lavoro

Competitive compensation
Comprehensive benefits
Career development opportunities
Collaborative culture
Global reach with local impact

Descrizione del lavoro

Gallagher is seeking a Client Service Associate to join our Private Client 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. Required: High School diploma/equivalent plus 1 year directly applicable experience.

Proficiency in Microsoft Office and basic math skills. Preferred: Associate's degree or professional certification.

Competenze

  • High School diploma or equivalent plus 1 year of directly applicable experience.
  • Associate's degree or professional certification preferred.
  • Licensing as required for the role.

Mansioni

  • Support renewals and process certificates of insurance.
  • Assist with new business applications and prepare proposals for clients.
  • Maintain accuracy of client and policy data in Gallagher’s systems.
  • Collaborate with Client Service and Production teams to improve workflows.
  • 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 and ensure tasks are completed on time.
  • Build strong relationships with clients and their representatives.

Conoscenze

Client service
Communication
Organizational skills
Technology proficiency

Formazione

High School diploma
Associate's degree (preferred)

Strumenti

Microsoft Office

Descrizione del lavoro

Gallagher is seeking a Client Service Associate to join our Private Client 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. Required: High School diploma/equivalent plus 1 year directly applicable experience.

Proficiency in Microsoft Office and basic math skills. Preferred: Associate's degree or professional certification.

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