Client Service Associate - Surety at Gallagher | Latham, NY, US | Rezi

Client Service Associate - Surety at Gallagher

Client Service Associate - Surety

Gallagher · Latham, NY, US

1 months ago

Client Service Associate - Surety

Gallagher · Latham, NY, US

a month ago
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About the Role

This role supports clients by solving challenges and delivering tailored insurance solutions within the Surety team. You will collaborate with colleagues to ensure meaningful and impactful client interactions, contributing to a team that values collaboration, growth, and service excellence.

Responsibilities

  • Contribute to the renewal process by delivering timely and high-quality solutions to clients.
  • Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
  • Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems.
  • Work with your team to improve processes, meet goals, and maintain high productivity standards.
  • Conduct regular audits to ensure compliance with regulations and service standards.
  • Use Gallagher’s technology to enhance productivity and deliver quality results.
  • Manage multiple priorities effectively, ensuring all tasks are completed on time.
  • Build strong relationships with clients and their representatives, ensuring they feel supported and valued.

Requirements

  • A high school diploma or GED.
  • Minimum of 1+ years relevant work experience.
  • Proficiency in Microsoft Office
  • A desire to build relationships and deliver results.
  • Adaptability and resilience in managing shifting priorities.
  • A collaborative mindset to work with teams across Gallagher.

Skills

  • Microsoft Office

Experience Level

  • 1+ years relevant work experience

Education Level

  • High school diploma or GED
  • Associate's degree, professional certification, or equivalent training (preferred)

Benefits

  • Competitive compensation
  • Comprehensive benefits programs designed to support your well-being
  • Career development opportunities and ongoing learning
  • A collaborative, people-first culture with accessible leadership
  • The opportunity to do meaningful work with global reach and local impact

About the Company

  • Gallagher helps clients face risk with confidence, believing that when businesses are protected, they’re free to grow, lead, and innovate.
  • The company offers a digital ecosystem of client-centric consulting tools, advanced data, and analytics.
  • Gallagher fosters a culture grounded in teamwork, integrity, and a shared commitment to doing the right thing.
  • The company values curiosity, celebrates new ideas, and empowers employees to take ownership of their careers.

Equal Opportunity

  • Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)