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Receptionist/Client Service Associate

Job Overview

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Employment Type

Full-time
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Compensation

Hourly
Range $12.75 - $16.75
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Work Schedule

Standard Hours
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Benefits

Medical insurance
Dental Insurance
Vision Insurance
Life insurance
accident insurance
401(k) Plan
Roth 401(k)
Health Savings Account (HSA)
Flexible Spending Account (FSA)
educational expense reimbursement
Paid parental leave
digital mental health services (Talkspace)
Flexible work hours
training programs
Gallagher Thrive program
charitable matching gift program

Job Description

Gallagher is a leading global insurance brokerage, risk management, and consulting firm committed to helping businesses face risk with confidence. For over 95 years, Gallagher has built a reputation grounded in integrity, teamwork, and a genuine commitment to doing the right thing. With a focus on sustainability and inclusion, Gallagher supports the diverse communities in which it operates and embraces a culture that values curiosity, innovation, and the empowerment of its employees to take ownership of their careers. The company provides a client-centric digital ecosystem that combines advanced data and analytics with consulting tools to make it easier for clients to navigate the risk landscape effectively. This comprehensive approach ensures that Gallagher not only improves clients' risk profiles but also builds lasting trust and partnerships.

We are currently seeking a dedicated Receptionist/Client Service Associate to join our growing team in a full-time capacity. This role operates Monday through Friday, 8:00 am to 5:00 pm, and offers the unique opportunity to develop your professional skills while obtaining your insurance license. As a member of the Personal Lines department, you will play a vital role in supporting day-to-day operations by handling client communications, policy documentation, carrier coordination, and contributing to the overall success of the team. This position is ideal for organized, detail-oriented individuals who thrive in collaborative environments and are eager to build strong relationships internally and externally.

In this role, your responsibilities will include preparing summaries of insurance and proof of insurance documents, processing policy changes and endorsements through Gallagher’s Epic system, assisting with quoting and reviewing policies, and serving as a primary contact point for clients regarding policy transmittals and summaries. You will work closely with insurance carriers to monitor quotes, identify potential coverage gaps, and support negotiation efforts. Your administrative skills will be utilized to generate reports and maintain accurate records using Epic, Excel, and SharePoint. Additionally, you will support accounting functions by reviewing accounts receivable reports and helping resolve system-related issues.

Gallagher values employees who are adaptable, resilient, and possess a proactive, collaborative mindset. With strong organizational abilities and technological proficiency, you will leverage Gallagher’s systems to maximize productivity and quality of service, ensuring exceptional client experiences and fostering positive business outcomes. This is a remarkable opportunity to build your career within a reputable organization recognized for its inclusion, diversity, and comprehensive benefits package. Join Gallagher where your work truly matters and contributes directly to empowering businesses to grow, lead, and innovate with confidence.

Job Requirements

  • High school diploma or equivalent
  • at least one year of relevant work experience
  • proficiency in Microsoft Office
  • basic math skills
  • exceptional organizational skills
  • strong written and verbal communication skills
  • proficiency in using technology as a tool to maximize productivity and quality
  • ability to adapt to shifting priorities and maintain resilience
  • willingness to work collaboratively in a team environment

Job Qualifications

  • A high school diploma or GED
  • at least one year of relevant work experience
  • proficiency in Microsoft Office and basic maths skills
  • a desire to build strong relationships with clients and internal teams
  • the ability to adapt to shifting priorities and maintain resilience
  • a collaborative mindset and eagerness to work with colleagues across teams
  • an active 440 or 220 insurance license (nice to have)
  • previous experience managing client relationships (nice to have)
  • associate's degree, professional certification, or equivalent training and experience preferred

Job Duties

  • Prepare summaries of insurance and proof of insurance documents
  • process policy changes, endorsements, and auto ID cards in Epic
  • assist with quoting, reviewing, and summarizing new and renewal policies
  • serve as a key point of contact for clients, handling policy transmittals and summaries
  • work with carriers to monitor quotes, identify gaps, and support negotiations
  • generate reports and maintain accurate records in Epic, Excel, and SharePoint
  • build strong relationships with carriers and assist in researching industry trends
  • support accounting processes, including reviewing A/R reports and resolving system-related matters

Job Criteria

Experience

Entry Level (1-2 years)


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