Personal Lines Client Service Associate

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools that make it easier for you to meet clients where they want to be met. Advanced data and analytics provide a comprehensive overview of the risk landscape at your fingertips.

Here, you’re not just improving clients’ risk profiles – you’re building trust. We foster a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.

We are looking for a Personal Lines Client Service Associate to join our growing team. This full‑time role, Monday through Friday from 8:00 am to 5:00 pm, is perfect for someone who is detail‑oriented, organized, and enjoys working in a collaborative environment. You’ll have the opportunity to develop your skills, obtain an insurance license, and make a meaningful impact on our clients and team.

As a Client Service Associate, you’ll play a key role in supporting the Personal Lines Team by assisting with quotes, policy changes, carrier research, and documentation. You’ll also help ensure smooth communication with clients and carriers while contributing to the overall success of the team. Your duties will include:

• Prepare summaries of insurance and proof of insurance documents.
• Process policy changes, endorsements, and auto  in Epic.
• Assist with quoting, reviewing, and summarizing new and renewal policies.
• Serve as a key point of contact for clients, handling policy transmittals and summaries.
• Work with carriers to monitor quotes, identify gaps, and support negotiations.
• Generate reports and maintain accurate records in Epic, Excel, and SharePoint.
• Build strong relationships with carriers and assist in researching industry trends.
• Support accounting processes, including reviewing A/R reports and resolving system‑related matters.

What you’ll bring to the role:

• A high school diploma or GED.
• At least one year of relevant work experience.
• Proficiency in Microsoft Office and basic math skills.
• A desire to build strong relationships with clients and internal teams.
• The ability to adapt to shifting priorities and maintain resilience.
• A collaborative mindset and eagerness to work with colleagues across teams.

Nice to have:

• An associate’s degree, professional certification, or equivalent experience.
• Previous experience managing client relationships.

Required: High School diploma/equivalent plus 1 year of directly applicable experience. Proficiency in Microsoft Office and basic math skills.

Preferred: Associate’s degree, professional certification, or equivalent training and experience. Previous experience managing client relationships.

Behaviors: Exceptional organizational skills, proficiency in technology to maximize productivity and quality, and strong written and verbal communication skills.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by factors including previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. In addition to the base salary and bonus potential, we provide a wide range of benefits.

Minimum core benefits include:

• Medical, dental, and vision plans 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.
• Charitable matching gift program.
• And more.

Gallagher embraces our employees’ diverse identities, experiences, and talents, allowing us to better serve our clients and communities. Inclusion is a core part of our business, and diversity is 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 based on protected characteristics. Equal employment opportunity will be extended in all aspects of the employer‑employee relationship. Gallagher will make reasonable accommodations for qualified persons with disabilities, unless such accommodation would impose undue hardship on the operation of our business.