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Client Service Executive

3 months ago

Walnut Creek California, United States Gallagher Full time

About Us:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.


We believe that every candidate brings something special to the table, including you So, even if you feel that you're close but not an exact match, we encourage you to apply.


Overview:


The Client Service Executive is accountable for growing 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 within a Branch.

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 encouraging a culture of performance and continuous improvement.


Responsibilities:

The CS Executive's primary areas of focus are:
Supporting the business priorities of Branch Managers, Production team members, and the client service function

Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk

Delivering high quality client service consistent with AJG operational standards and practices

Achieving operational efficiency and performance metrics consistently

Growing and profitably managing an assigned group of client accounts successfully

Building relationships with existing clients by providing outstanding ongoing customer care

Seeking referrals from current client base to solicit new business prospects

Securing existing business and actively driving the sale of additional services and lines of coverage

Qualifications:

Required:
Bachelor's degree with 5+ years client service and/or claims management experience –OR– High School degree/GED with 10+ years client service and/or claims management experience

Must hold appropriate licensing as required

Ability to travel up to 25% of the time

Proficiency vital in Microsoft office applications and in using technology as a tool to improve efficiency and quality.

Previous experience in managing client relationships

Must possess strong written and verbal communication skills.

Preferred:
Insurance knowledge, P&C experience preferred

solid financial acumen

Ability to build collaborative and mutually meaningful relationships with internal and external clients

Ability to facilitate and/or lead group meetings with internal and external clients

Ability to effectively manage/balance multiple and sometimes competing priorities.

Ability to be comfortable analyzing and using data to make decisions

Ability to work in a self-directed manner

Ability to act as a role model for dedication and Gallagher's shared values.

#LI-MS1

Compensation and Benefits:


On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:

Medical/dental/vision plans, which start from day one

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Other benefits include:
Digital mental health services (Talkspace)

Flexible work hours (availability varies by office and job function)

Training programs

Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing

Charitable matching gift program

And more...

We value inclusion and diversity

to review our U.S. Eligibility Requirements


Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization.

For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.


Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.


Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination.

In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.