Job Details
Introduction:
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.
Overview:
We are seeking a Client Service Associate, PI Client Services who will assist with day-to-day operations within the Personal Insurance (PI) department, which includes processing new business policies, policy cancellations, endorsements, and renewals. You will also gather information for Underwriters, research billing inquiries, and backup phone duties at Clements Worldwide. This is a fully remote role and the typical working hours are Monday through Friday from 8:30 AM until 5 pm EST.
How you'll make an impact:
- Serve as a client contact and respond to their needs in a timely, efficient, and professional manner to improve the client experience with a high level of accuracy
- Resolve billing issues, prepare invoices, validate payments, make policy changes, and issue certificates of insurance while using multiple systems, agency standards, and workflows
- Maintain client files accurately, consistently document conversations, send confirmations to clients, adhering to the departments Standard Operating Procedures (SOP)
- Utilize and maintain the agency management system (EPIC) and other requisite portals/systems, per the departments SOP, to provide excellent customer experience and prevent Errors & Omissions (E&O)
- Assist the departments compliance requirements by utilizing Bridger (LexisNexis)
- Provide high-level customer service to clients using a consultative approach and relationship building, such as timely inquiry responses, utilization of product knowledge, and participation in department meetings
- Assist with covering phone calls for our receptionist when needed
- Additional duties as assigned based on department volume
About you:
Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills.
Preferred Traits:
- Licensed in Property and Casualty (P&C) or ability to obtain within 90 days of hire.
- Prior insurance database system experience such as EPIC
- Fast learner with strong attention to detail.
- Proficiency in Microsoft Office 365 products (Excel, Word, and Outlook)
- Excellent written and verbal communication skills
- Highly organized, able to work under minimal supervision
#LI-TW1
#LI-Remote
Compensation and benefits:
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
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.