Client Service Associate, Surety

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply.

We are looking for a Client Service Manager who will be responsible for the day-to-day, account management of Gallaghers relationships with assigned clients as their primary role. You will support the senior servicing staff/service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the value Gallagher delivers to clients.

What a day will look like

• Assist and process new and renewal commercial bonds and assists client service managers.
• Answer client questions on applications and requested renewal information.
• Assist client service managers by completing assigned tasks in a timely and accurate manner.
• Proactively coordinate renewal cycle to ensure all necessary steps are completed in a timely fashion.
• Assist in preparing renewal strategy documents and proposals.
• Communicate and maintain good working relationships with markets.
• Responsible for verifying new and renewal bonds for accuracy in rating, compliance and other relevant information.
• Assists with inputting new and renewal bonds along with transactions in the data management systems according to agency workflows.
• Responsible for continuation certificates, endorsements and invoicing
• Manage new bonds, renewal, and endorsement follow up system, including maintaining reminder system.
• Ensure that all documentation is received on a timely basis and is accurate.
• Navigate carriers web sites to issue and obtain bonds, endorsements, renewals, continuation certificates and invoices.
• Communicate with markets for renewal bonds, endorsement requests, and invoices.
• Assists producers and account executives with data entry into financial trend analysis worksheets.
• Assist other team members to balance workloads when needed.
• Provide backup for other team members during their absence.
• Undertake various duties as assigned.

Skills and experience that will lead to success

• Experience and proficiency using Microsoft Suites
• Ability to solve problems and think independently
• Strong written and verbal communication skills
• Ability to work with numbers including basic calculations
• Ability to pay attention to detail while working under pressure
• Ability to organize, prioritize, monitor and control workflow, with close attention to deadlines
• Be energetic/have a sense of urgency

About You

Required

• Current and/or will obtain Property and Casualty License within 3 months of hire date
• Bachelors degree -OR-High School degree/GED with 3+ years related experience

Behaviors

• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.
• Comfortably engage others in consultative discussion.
• Effectively manages/balances multiple and sometimes competing priorities.
• Works in a self-directed manner.

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 youll 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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and its 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.