Client Service Executive
Gallagher
- Walnut Creek, CA
- Permanent
- Full-time
OverviewThe Client Service Executive is accountable for growing 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 within a Branch. 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 encouraging a culture of performance and continuous improvement.
How you'll make an impactThe CS Executive's primary areas of focus are:
- Supporting the business priorities of Branch Managers, Production team members, and the client service function
- Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk
- Delivering high quality client service consistent with AJG operational standards and practices
- Achieving operational efficiency and performance metrics consistently
- Growing and profitably managing an assigned group of client accounts successfully
- Building relationships with existing clients by providing outstanding 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 and lines of coverage
- 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
- Must hold appropriate licensing as required
- Ability to travel up to 25% of the time
- Proficiency vital in Microsoft office applications and in using technology as a tool to improve efficiency and quality.
- Previous experience in managing client relationships
- Must possess strong written and verbal communication skills.
- Insurance knowledge, P&C experience preferred
- solid financial acumen
- Ability to build collaborative and mutually meaningful relationships with internal and external clients
- Ability to facilitate and/or lead group meetings with internal and external clients
- Ability to effectively manage/balance multiple and sometimes competing priorities.
- Ability to be comfortable analyzing and using data to make decisions
- Ability to work in a self-directed manner
- Ability to act as a role model for dedication and Gallagher's shared values.
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
- 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...