Client Associate - Employee Benefits

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview As a Client Associate on the Employee Benefits team, you will support account managers in delivering high-quality service to clients. This is a great opportunity to build industry knowledge while gaining hands-on experience with benefits programs and client service. You’ll assist with day-to-day account activities, collaborate with internal teams, and help ensure client needs are met accurately and efficiently. In this role, you’ll learn the fundamentals of employee benefits, strengthen your organizational and problem-solving skills, and grow in a fast-paced, team-oriented environment. All work is completed under the guidance of experienced team members, providing strong mentorship as you develop. As your knowledge and confidence grow, you’ll have the opportunity to take on more responsibility and contribute more independently. How you'll make an impact • Maintain and prioritize a task list on a regular basis as directed • Provide support to local GBS office by completing ad hoc administrative tasks as needed and directed • Learn and support the Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business • Study and apply Gallagher’s resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members • Establish positive relationships within the branch • Complete all training necessary to become familiar with the GBS Professional Standards, including Peer Review • Assist Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations • Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners • Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate on client calls and correspond via email • Be innovative and don’t be satisfied with the status quo! Generate new and practical ideas, always look to improve • Maintain up-to-date records in Document Management System (DMS) • Comply with Gallagher’s processes, BOSS standards and office initiatives. • Complete training and professional development to gain understanding of the insurance industry • Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way. About You Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships. Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Preferred: Life & Health License (or obtained within first 90 days of employment) Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On 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... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion 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.

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships. Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Preferred: Life & Health License (or obtained within first 90 days of employment)

• Maintain and prioritize a task list on a regular basis as directed • Provide support to local GBS office by completing ad hoc administrative tasks as needed and directed • Learn and support the Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business • Study and apply Gallagher’s resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members • Establish positive relationships within the branch • Complete all training necessary to become familiar with the GBS Professional Standards, including Peer Review • Assist Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations • Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners • Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate on client calls and correspond via email • Be innovative and don’t be satisfied with the status quo! Generate new and practical ideas, always look to improve • Maintain up-to-date records in Document Management System (DMS) • Comply with Gallagher’s processes, BOSS standards and office initiatives. • Complete training and professional development to gain understanding of the insurance industry • Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way.