Service Consultant

Gallagher; Irvine (CA); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development

People-first culture

Global reach with local impact

Job summary

Gallagher Benefit Services is seeking a Client Service Executive in Irvine, CA to expand existing client relationships and deliver exceptional service across a portfolio of accounts. You will manage complex client needs, counsel on additional opportunities, and drive service cycles with a focus on revenue growth and client satisfaction.

The role requires a Bachelor’s degree and 7+ years in client service or claims management, with travel up to 50%.

Qualifications

• Bachelor's degree required; 7+ years of client service and/or claims management experience preferred.
• Proficiency in Microsoft Office and technology tools to maximize productivity and service quality.
• Experience in managing client relationships and delivering high-quality service.
• Strong written and verbal communication skills; ability to travel up to 50%.

Responsibilities

• Expand existing client relationships and deliver high-quality service to clients.
• Manage day-to-day accounts of moderate to high complexity.
• Cross-sell and upsell additional services to grow revenue.
• Drive the Client Service Cycle and maintain productivity and performance metrics.
• Build relationships with clients and solicit referrals for new business.
• Provide strategic client liaison and oversight in sales of products/services.
• May train or supervise junior staff as needed.

Skills

Client service

Claims management

Written & verbal communication

Business development

Education

Bachelor's degree

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.

How You'll Make An Impact

The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts of moderate to high complexity. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. The CS Executive's primary areas of focus are; Supporting the business priorities of Branch Managers, Production team members, and the client service function, Independently managing accounts of increasing complexity, Growing revenue by successfully counseling clients on additional business opportunity via cross-selling & up-selling, Driving Client Service Cycle, Delivering high quality client service consistent with AJG operational standards and practices, and Achieving operational productivity and performance metrics consistently. Further responsibilities include; Growing and profitably managing an assigned group of client accounts successfully, Building relationships with existing clients by providing exceptional ongoing customer care, Seeking referrals from current client base to solicit new business prospects, and Securing existing business and actively driving the sale of additional services. Acts as a strategic relationship manager and client liaison. Provides oversight in the sale of products/services by enhancing sales or services to prospects and existing accounts. May offer training, development, and or supervision to lower-level staff.

About You

Required: Bachelor's degree with 7+ years client service and/or claims management experience. Must hold appropriate licensing as required and be able to travel up to 50% of the time. Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality. Previous experience in managing client relationships essential. Must possess strong written and verbal communication skills.

Preferred: Insurance knowledge. P&C experience preferred, as well as solid financial acumen

Behaviors: Is willing to go the "Extra Mile" to achieve results that benefit the client, the Branch and Gallagher. Ability to develop professional relationships with internal and external stakeholders. Demonstrates composure, stamina and resilience under pressure. Ability to work collaboratively within a team as well as independently.

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)