Inside Service Representative

Introduction

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 making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you're not just improving clients' risk profiles, you're building trust. You'll find 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. If you're ready to bring your unique perspective to a place where your work truly matters;

think of Gallagher.

Overview

National Insurance Services provides active employee and retiree benefits, health insurance solutions, and full benefit consulting services that address your unique challenges and issues. We are a broker, administrator, and consultant all rolled into one. As part of Gallagher, a global leader in insurance, risk management, and consulting, you'll be joining a team that's passionate about helping individuals and organizations thrive.

Bring your customer‑focused mindset, problem‑solving skills, and passion for service to a role where you'll make a real impact every day. As an Inside Service Representative with National Insurance Services, you'll be the trusted expert clients rely on and the essential partner supporting our Account Representatives, Sales Representatives, and Regional Vice President.

This role is perfect for someone who thrives in a fast‑paced environment, enjoys building relationships, and wants to grow their career in the insurance industry. You'll also obtain your Life & Health insurance licenses for all states in your assigned region within your first 90 days with full support from us.

How you'll make an impact

* Handle all aspects of review and distribution of plan documents (Joinder/Application, Certificates, and Amendments). Become the go‑to expert ensuring every document is accurate, polished, and delivered with precision.

* Effectively service assigned caseload through annual service calls. Proactively identify need for insurance policy revisions through service calls. Support Account Representatives, Sales Representatives, and Regional Vice President by handling action items identified in service visits. Build strong client relationships, uncover opportunities for improvement, and turn insights into action that elevates the client experience.

* Respond to frequent customer inquiries via telephone (inbound and outbound), e-mail, or letter. Counsel clients on appropriate administrative practices to ensure compliance and alignment with insurance policy language. Be the trusted voice clients depend on - offering clarity, guidance, and confidence with every interaction.

* Initiate requests for policy language updates to carriers. Negotiate with carrier for provision updates and/or rate impact, and effectively communicate rate impact and policy language accommodations to Regional Vice President, Sales Representatives, Account Representative, or client. Take the lead in collaborating with carriers, advocating for client needs, and communicating updates with professionalism and ease.

* Review and evaluate monthly renewal actions for assigned cases and prepare renewal letters. Collaborate with Account Representatives, Sales Representatives, or Regional Vice President for renewal delivery to the client. Play a key role in the renewal process, ensuring clients receive timely, accurate, and well‑crafted renewal communications.

* Maintain and update all systems databases and customer files per company guidelines. Keep operations running smoothly with meticulous attention to detail and consistent data accuracy.

* Collaborate with Customer Service Supervisor to identify opportunities for process improvement or service enhancements. Help shape the future of our service model by sharing insights and…