Client Solutions Associate

Overview

We're looking for a Client Solutions Associate to join our Western Excellence Service Center Team! As the Client Solutions Associate, you will provide administrative and technical service support to a team of Client Solutions Managers. The successful candidate will demonstrate the ability to work confidently in a fast-paced environment, and will be an effective communicator with both clients and staff. Work Environment Hybrid (Agile) – We at Gallagher enjoy the benefits of working remotely while also collaborating and interacting with each other in the office.

How you'll make an impact Set up and maintain client files Process endorsements mid-term changes to policy Request and/or process new business and renewals Request all Invoicing, binders and cover letters Prepare certificates of insurance and complete post placement checklist with sign off from CSM Invoicing and completing premium financing contracts Prepare and distribute automobile pink slips as required Handle accounting activities for team Insurance Company portals – access various Insurance Company portals to acquire insurance policy documents.

Prepare and maintain schedules of insurance and check policy documents for accuracy About you Having experience working in an insurance brokerage is considered an aseet Excellent computer skills, MS Excel, MS Word, MS PowerPoint Very well organized & able to meet deadlines Accurate and detail oriented Ability to work well with team and others Brokers License an asset but not mandatory 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)