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Client Service Executive, Financial Institutions

About Us:

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 45,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.


At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team.

Responsibilities:
We are seeking an experienced Client Service Executive to join our growing team. Can you lead a team to deliver exceptional customer service? Are you interested in developing the talent on your team?
We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gallagher can provide.

How will you lead the business?
  • Service an average book of business of $1MM plus in revenue.
  • Collaborate with designated sales person responsible for the book of business and proactively make recommendations.
  • Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in a high quality and timely manner.
  • Secure existing business and drive the sale of additional services and lines of coverage.
  • Nurture relationships with your buyer in the client organization as well as with the day-to-day client representatives.
  • Mentor Client Service team members through continuous learning, transparent feedback and strong talent development.
  • Conduct periodic audits to ensure your compliance to standards and service level.
  • Maintain accurate client and policy data and documents within your Gallagher systems.
  • Use Gallagher's technology to improve your productivity and quality.
  • Effectively manage multiple competing priorities.
What skills will make me successful in this role?
  • Ability and desire to provide results
  • Develop professional relationships with your internal and external partners
  • Effective communication
  • Utilize your resilient and adaptable mindset in the face of shifting priorities
  • Eagerness to collaborate with all Gallagher teams and employees
Qualifications:
Required:
  • Bachelor's degree with 5+ years client service and/or claims management experience –OR–
  • High School degree/GED with 10+ years client service and/or claims management experience.
  • Property & Casualty Insurance Lincense.
Desired:
  • Experience in handling a book of business over $1 million in revenue.

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.


#LI-AM3


Additional Information:
Click Here to review our U.S. Eligibility Requirements

We offer 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 Glassdoor Company Review
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Gallagher DE&I Review
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CEO of Gallagher
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J. Patrick Gallagher Jr.
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We help clients around the globe address risk, protect their assets and recover from losses.

52 jobs
FUNDING
TEAM SIZE
DATE POSTED
June 3, 2023

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