Client Service Associate

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.

Are you ready to build an exciting career in the insurance industry while helping the world prepare for the unexpected? At Gallagher, we are service-minded individuals coming together to shape a future defined by excellence. As one of the fastest-growing insurance brokers in the U.S., we are excited to bring on those interested in developing their careers in the insurance industry.

Opportunity awaits you with us! In this role, you’ll gain high visibility to senior leadership, working alongside both Client Services and Agency Leadership who prioritize your learning and development. You’ll have opportunities for upward movement within our client services teams while gaining exposure to Commercial Lines and learning what it takes to successfully support Sales and Service Teams within this line of business.

This hybrid position allows you to work in‑office three days a week, fostering collaboration and connection with your team while contributing to key business outcomes such as client retention, satisfaction, and operational excellence.

As a Client Service Associate I, you’ll play a vital role in delivering high-quality and efficient service to both internal and external clients. Rooted in “The Gallagher Way,” our shared values propel us toward greatness, and we invite you to be part of this legacy. In this role, you’ll be at the heart of our client service operations, ensuring seamless workflow processes and providing routine client support.

Your day‑to‑day responsibilities will include:

• Supporting the business priorities of production team members and the client service function.
• Assisting with the branch’s overall workflow processes to ensure smooth operations.
• Creating essential documents, certificates, and reports using appropriate systems and resources.
• Managing certificates of insurance, processing endorsements, and handling billing and invoicing needs.
• Providing administrative support, including correspondence to carriers and clients, transmission of final audits, policy binders, renewals, and other written communications.
• Managing accounts by entering client information into the agency management system, auditing client data, processing change requests, preparing notices of cancellations & reinstatements, and other administrative tasks.
• Actively engaging in learning by studying insurance industry trends and seeking out self‑directed learning to increase insurance knowledge.
• Maintaining carrier updates and bulletins.
• Managing ad‑hoc projects to support team functions.

• High school diploma or equivalent.
• At least one year of directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Exceptional organizational skills and the ability to use technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills, enabling you to explain complex issues in simple terms and collaborate effectively with colleagues and clients.

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 a wide range of factors including, but not limited to previous…