Senior Client Representative

Gallagher; Cincinnati (OH); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

People-first culture

Global reach with local impact

Job summary

Gallagher provides trusted guidance to organizations for their people decisions, helping clients design benefit strategies and wellbeing programs. In this role, you’ll support a complex book of business, working with Account Managers, Account Executives, Producers, and Brokers to ensure timely, accurate service and renewal processes.

You will respond to client inquiries, research issues, and collaborate with carriers and internal teams; maintain detailed records and help with enrollment meetings

Qualifications

• Required: High School Diploma/GED and 3+ years of related experience.
• Preferred: Appropriate license.
• Understanding of the insurance brokerage business and customer service processes/tasks

Responsibilities

• Support accounts with marketing, claims, renewals, and sales support.
• Respond to client questions and research complex issues.
• Prepare renewals and client presentations.
• Maintain clear notes on client conversations and service activity.

Skills

Customer service

Insurance brokerage knowledge

Education

High School Diploma/GED

Job description

Introduction

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.

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

You’ll support a complex book of business and work closely with Account Managers, Account Executives, Producers, and Brokers. You’ll help clients with marketing, claims, renewals, sales support, and day to day service needs. This role is a fit if you like solving problems, staying organized, and working with people who count on clear, timely help.

How You'll Make An Impact

You’ll handle client service work for assigned accounts and help keep work moving across marketing, claims, administration, renewals, and sales support. You’ll respond to client questions, research complex issues, and work with carriers or agents to find answers. You’ll also keep clear notes on client conversations and help prepare renewals, client presentations, and new business materials.

You’ll support enrollment meetings and implementation steps, and you’ll help clients understand important legal updates that affect their coverage. Because these accounts can have complex needs, you’ll need to stay calm, organized, and focused on details while building trusted relationships with clients and teammates.

• You can manage multiple client requests and keep track of details accurately.
• You can research complex service issues and follow through until they’re resolved.
• You can explain information clearly to clients, carriers, and internal partners.
• You’re comfortable working with renewals, presentations, and client meeting prep.
• You can keep accurate records of client conversations and service activity.
• You can support enrollment meetings and implementation work.
• You work well with others and can also handle tasks on your own.
• You’re comfortable learning procedures and following established processes.

About You

Required: High School Diploma/GED and 3+ years of related experience.

Preferred: Appropriate license

Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks

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)