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Senior Client Service Executive- Employee Benefits

Company: Gallagher
Location: Charlotte
Posted on: September 16, 2021

Job Description:

Gallagher Benefit Services, Inc. (GBS) , a division of Gallagher, consistently stands out in a competitive marketplace as an employer of knowledgeable, highly skilled and competitive talent. We are a company that touches businesses and their employees on a personal level. At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security - all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for our team, remember your talent, winning attitude and strong performance will be highly valued and will maximize your future potential.

Position Summary
The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts of moderate to high complexity. This role 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.

The CS Executive's primary areas of focus are:

  • Supporting the business priorities of Branch Managers, Production team members, and the client service function
  • Independently managing accounts of increasing complexity
  • Growing revenue by successfully counseling clients on additional business opportunity via cross-selling & up-selling
  • Driving Client Service Cycle, Delivering high quality client service consistent with AJG operational standards and practices, and Achieving operational productivity and performance metrics consistently.
  • Growing and profitably managing an assigned group of client accounts successfully
  • Building relationships with existing clients by providing exceptional ongoing customer care
  • Seeking referrals from current client base to solicit new business prospects
  • Securing existing business and actively driving the sale of additional services.
  • Acts as a strategic relationship manager and client liaison.
  • Provides oversight in the sale of products/services by enhancing sales or services to prospects and existing accounts.
  • May offer training, development, and or supervision to lower-level staff.

  • Bachelor's degree with 7+ years client service and/or claims management experience.
  • Must hold a Producer's license and be able to travel up to 50% of the time.
  • Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
  • Previous experience in managing client relationships essential.
  • Must possess strong written and verbal communication skills.
  • Insurance knowledge - P&C experience preferred, as well as solid financial acumen
U.S. Eligibility Requirements:
  • Interested candidates must submit an application and resume/CV online to be considered
  • Must be 18 years of age or older
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Additional Information

Keywords: Gallagher, Charlotte , Senior Client Service Executive- Employee Benefits, Other , Charlotte, North Carolina

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