Senior Client Associate

Gallagher; Charlotte (NC); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Job summary

Gallagher Benefit Services is seeking a Senior Client Service Associate to support account teams in delivering exceptional service to clients. You will work alongside experienced colleagues to learn the business and make client-related decisions independently through hands-on learning.

You will contribute to renewal processes, prepare client materials, and participate in open enrollment meetings. This role emphasizes teamwork, ethical standards, and ongoing professional development within

Qualifications

• Excellent verbal and written communication skills are required.
• Ability to build professional relationships with internal and external partners.
• Capable of meeting deadlines in a collaborative team environment.
• Resilient and adaptable to shifting priorities while maintaining accuracy.
• Desire to learn Gallagher tools, systems and shared resources.

Responsibilities

• Support the employee benefits Client Service Cycle to ensure a seamless renewal process.
• Prepare RFPs, coordinate vendor responses, and create client presentations.
• Present effectively in open enrollment meetings and respond to client inquiries.
• Maintain up-to-date records in the Document Management System (DMS).
• Guide junior teammates and support the client service team during peak enrollment seasons.
• Uphold Gallagher's professional standards and ethics.

Skills

Communication

Relationship building

Time management

Adaptability

Team player

Education

High School Diploma

Bachelor's degree preferred

Life & Health License

Tools

Microsoft Office

Job description

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.

Overview

As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands on learning you will gain the knowledge, skills and abilities to make client-related decisions independently.

How You'll Make An Impact

• You will support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
• We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials
• You become proficient with industry knowledge and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
• Prepare RFPs, coordinate vendor responses, and create client presentations
• You begin to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
• Establish positive relationships in your office and support with administrative tasks as needed
• You will maintain up-to-date records in the Document Management System (DMS)
• You complete all GBS Employee Benefits Curriculum and learn from your team
• Guide junior teammates and support the broader client service team during peak enrollment season
• We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way

What skills will make me successful in this role?

• You have excellent verbal and written communication skills
• Capable of developing professional relationships with internal and external partners
• We are a collaborative team and look for teammates who are capable of meeting deadlines
• You are resilient and adaptable in the face of shifting priorities
• You seek to learn about your team and help the branch meet their goals
• You actively seek to develop professional skills
• Aim to improve personal efficiency and productivity
• You are able to clarify priorities/requests and manage your time wisely
• You are eager to support the team
• You are interested in building a knowledge of Gallagher tools, systems and shared resources
• We look for the people who go the "Extra Mile" to achieve results
• You actively approach issues that could impact client retention

About You

• High School Diploma and 1 year of equivalent work experience. Bachelor’s Degree preferred
• Proficiency in Microsoft Office
• Basic Math Skills
• Life & Health License (or obtained within first 90 days of employment)

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)