Client Service Executive

Job title: Client Service Executive

Company: Gallagher


Job description: IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher’s global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you’ll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we’ll build a legacy of trust and triumph in the dynamic world of risk management.We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How you’ll make an impactThe Client Service Executive is responsible for managing and expanding existing client relationships, delivering high quality and efficient service to both internal and external clients through daily, direct account management, and supporting the direct account management actions of Client Service Managers and Associates of an assigned group of client accounts within the Branch. This role reports directly to either the Branch Client Service Director or the Branch Client Service Supervisor and is also accountable to Producers, when present, on assigned client accounts. The Client Service Executive directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG’s value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.Client Service Executive’s Primary Areas of Focus:

• Supporting the business priorities of Branch Managers, Production team members, and Client Service leaders
• Growing revenue by obtaining quality of service referrals to clients’ friends, family members and business associates as well as by cross- and up-selling lines of business and limits of insurance whenever relevant to a client’s situation
• Successfully counseling clients on existing and proposed additional lines of insurance to deliver a client experience centered on quality advice and value
• Adhere to or exceed AJG operational standards and practices
• Consistently achieve productivity and performance metrics

Main Accountabilities:

• Profitably manage and grow assigned group of client accounts
• Build and maintain quality relationships with clients by providing exceptional ongoing customer care
• Review accounts’ insurance programs periodically to monitor suitability and determine if additional lines of insurance or limit increases should be proposed and then propose them
• Leads or supports Producers in leading renewal reviews, major new account risks, and other important account events with clients, with the rest of the associated Client Service team members
• Leads or supports Producers in leading insurance program design, marketing and service strategy for clients
• Develops and maintains a working, expert knowledge of applicable markets as well as beneficial relationships with primary market contacts (underwriters, etc.)
• Acknowledges and resolves client account issues quickly and in a manner appropriate for both client and AJG
• Operates within defined and reasonable service timelines and processes
• Supports growth of other Branch employees by sharing knowledge and resources when relevant and upon request of Branch leadership
• Escalates client and team member issues as appropriate
• Supports Claims Advocate team in serving assigned accounts when appropriate

Critical Competencies:

• Skilled in identifying and consulting clients on risks they face, the impact to personal assets, and delivering solutions, whether through loss control or insurance transfer
• Able to build collaborative and mutually meaningful relationships with internal and external clients
• Comfortably engages with others in consultative discussion
• Facilitate and/or lead group meetings with internal and external clients
• Keen understanding of professional and industry standards/practices
• Possess a discerning eye, be detail attentive and oriented
• Demonstrate developed critical thinking capabilities, identify and solve problems before they occur
• Comfort and competency in developing and analyzing data to make fact based decisions
• Ability to work in a self-directed manner
• Balance strong client experience focus with maximizing operational efficiency
• Learn new processes, systems and skills quickly
• Works effectively within a team, as a team
• Effectively manage multiple and competing priorities

About You

• Bachelor’s degree with 5+ years client service experience –OR- High School/GED with 10+ years client service experience
• Property & Casualty insurance license
• Ability to travel up to 25% of working days
• High emotional intelligence
• Strong communication skills
• Proficient in major Microsoft Office applications
• Proficient in one or more Client/Agency Management Software applications (e.g. EPIC, AMS, etc.)
• Professional designation preferred, such as CPCU, CIC, CAPI, CPRIA or AAI.

Compensation and benefitsOn 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 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…

We value inclusion and diversityto review our U.S. Eligibility Requirements and Pay Disclosure StatementInclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Expected salary:

Location: Washington Depot, CT

Job date: Mon, 14 Apr 2025 07:51:27 GMT

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