Senior Client Services Representative, Captive Practice

Introduction

At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well.

Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose.

Provides administrative support to less complex client accounts, assisting with marketing, claims, renewals, and sales under the guidance of senior staff. Handles client inquiries, prepares proposals and presentations, evaluates RFP responses, and may guide customer service or administrative staff.
We are seeking candidates in the Chicago area and training will be onsite.

• Assists Account Manager, Account Executives, Producers, Brokers in servicing designated group of clients or book of business as it relates to marketing, claims, administration, and sales.
• Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts.
• Under direction of more senior staff, provides administrative support to an assigned group of clients.
• Resolves customer service inquiries that require research and interactions with carriers or agents.
• Generally requires assistance when resolving more complex problems.
• Day-to-day client contacts are generally mid- or lower-level client staff and contact with clients.
• Responds to client questions and maintains a log of conversations.
• Markets new and renewal accounts according to company procedures.
• Evaluates all proposals to include in spreadsheets.
• Prepares renewals and client information presentations and assists in preparing RFP responses.
• May provide guidance and direction to Customer Service Reps or administrative support.

Required:

High School Diploma/GED and 1+ years of related experience.

Preferred:
Appropriate license

Behaviors:
Understanding of the insurance brokerage business and customer service processes/tasks

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 experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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

• 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...

** The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

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