Client Relations Representative

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. Overview Under the supervision of the Customer Service Supervisor, this position provides quality and timely customer service to the clients of National Insurance Services and technical and administrative support to the Account Representatives, Sales Representatives, and Regional Vice President for the assigned region(s). How you'll make an impact Handle all aspects of review and distribution of plan documents (Joinder/Application, Certificates, and Amendments). Effectively service assigned caseload through annual service calls. Proactively identify the need for insurance policy revisions through service calls. Support Account Representatives, Sales Representatives, and the Regional Vice President by handling action items identified in service visits. Respond to frequent customer inquiries via telephone (inbound and outbound), e-mail, or letter. Counsel clients on appropriate administrative practices to ensure compliance and alignment with insurance policy language. Initiate requests for policy language updates to carriers. Negotiate with the carrier for provision updates and/or rate impact, and effectively communicate rate impact and policy language accommodations to the Regional Vice President, Sales Representatives, Account Representative, or client. Review and evaluate monthly renewal actions for assigned cases and prepare renewal letters. Collaborate with Account Representatives, Sales Representatives, or the Regional Vice President for renewal delivery to the client. Maintain and update all systems, databases, and customer files per company guidelines. Collaborate with Customer Service Supervisor to identify opportunities for process improvement or service enhancements. About You Required: High school diploma and 1 year experience required. Skills for success: Ability to read and interpret insurance policy language and effectively communicate policy language and intent to customers. Demonstrated analytical skills. Aptitude for problem identification, investigation, and resolution. Demonstrated ability to multi-task in a fast-paced work environment, including, but not limited to, prioritizing workload, completing tasks and requests, and communicating with the supervisor as appropriate. Strong attention to detail and be highly organized. Positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers. Proficient in Word, Excel, Outlook, and PDF editing software. Proven capacity to learn software programs developed in-house. Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements. Ability to work and make decisions independently and within a team environment. #LI-DNI Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)