Senior Client Services Representative

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.

This role provides independent support for a complex client portfolio, coordinating with internal teams to manage marketing, claims, renewals, and administration while resolving advanced service issues and inquiries. Responsibilities include preparing renewals, conducting enrollment meetings, assisting with presentations, and developing new business opportunities with existing clients.

• Coordinates activities with the Account Managers, Account Executives, Producers, Brokers in servicing designated book of business relating to marketing, claims, administration, renewals, sales.
• Typically assigned to clients having the most complex needs with no renewal goals associated with assigned accounts.
• Independently provides support to assigned group of clients.
• Resolves most complex customer service problems and inquiries that require research and interactions with carriers or agents.
• Day‑to‑day client contacts are generally mid- or lower-level client staff, but have knowledge and experience needed to support senior‑level client staff.
• Responds to client questions and maintains a log of conversations.
• Markets new and renewal accounts according to company procedures.
• Assists with research and preparation for client presentations.
• Develops new lines of business with current clients and informs clients of pertinent legal issues.
• Prepares renewals according to procedures manual.
• Supervises and conducts enrollment meetings and implementation procedures.

Required:

High School Diploma/GED and 3+ 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

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varied 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.

We value inclusion and diversity

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