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Client Associate

2 months ago

Houston, Texas, United States Gallagher Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Associate to join our team at Gallagher. As a Client Associate, you will play a critical role in supporting our clients and driving business growth.

Key Responsibilities
  • Maintain and prioritize a task list on a regular basis as directed by senior team members.
  • Provide administrative support to our local office, completing tasks as needed and directed.
  • Learn and support the Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain business.
  • Study and apply Gallagher's resources, available tools, established work products, and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members.
  • Establish positive relationships within the branch and develop strong oral and written communication skills.
  • Assist the Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations.
  • Leverage team members to ensure timely delivery of requests for clients, vendors, and internal partners.
  • Develop innovative ideas to improve processes and maintain up-to-date records in the Document Management System.
  • Comply with Gallagher's processes, BOSS standards, and office initiatives.
  • Complete training and professional development to gain understanding of the insurance industry.
  • Exemplify the highest ethical standards, promote ethical behavior, and uphold The Gallagher Way.
Requirements
  • High School diploma/equivalent plus 1 year directly applicable experience.
  • Proficiency in Microsoft Office.
  • Basic math skills.
Preferred Qualifications
  • Associate's degree, professional certification, or equivalent training and experience preferred.
  • Previous experience managing client relationships.
  • Life & Health license (or to be obtained within first 90 days of employment).
Work Traits
  • Excellent verbal and written communication.
  • Develops professional relationships with internal and external stakeholders.
  • Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary.
  • Abilities to manage/balance multiple priorities.
  • Seeks to understand team and Branch goals.
  • Actively seeks to develop professional skills.
  • Demonstrates composure, stamina, and resilience under pressure.
  • Constantly seeks to improve personal efficiency and productivity.
  • Clarifies priorities/requests and follows through on commitments.
  • Proactively takes on additional responsibilities in support of the team when needed.
  • Builds knowledge of Gallagher tools, systems, and shared resources.
  • Is willing to go the Extra Mile to achieve results that benefit the client, the Branch, and Gallagher.
  • Proactively approaches issues that could impact client retention.
Compensation and Benefits

We offer a competitive salary, great teams, and exciting career opportunities, as well as a wide range of benefits, including:

  • 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...
Inclusion and Diversity

We value inclusion and diversity and are committed to creating a workplace that is welcoming and inclusive of all employees. We believe that diversity is a vital strength and that our employees' diverse identities, experiences, and talents are essential to our success.