Gallagher is a company that helps clients face risk with confidence, providing a client-centric suite of consulting tools. The Client Service Associate position involves overseeing eligibility audits and providing research assistance while supporting Health Benefits Account Managers and Open Enrollment Presentations.
Responsibilities
- Provides administrative and secretarial support to mid-level professionals
- Conducts Open Enrollment Presentations at client sites
- Assists in budget preparation and control activities
- May assist in the preparation of records, statistics, and reports regarding operations, personnel changes, and more!
- Coordinates programs, projects, and/or processes surrounding the operating unit served
- May serve as administrative liaison within and outside the company regarding administrative issues related to purchasing, personnel, facilities and operations
- Provides administrative support to business operations by performing processing tasks including data entry or similar activities
- May perform processing tasks in one or more of the following areas including policy checking, check processing, policy cancellations, etc
- Preparing source data by compiling and organizing; outline reporting on processing activities; Coding documents; Audit processing; Maintaining niche and comprehensive records and filing
- Working in multiple software platforms
- Handling various types of incoming mail
- Adheres to productivity and process standards, such as data and document requirements, timelines, tool and resource usage, etc
- Work with the Health Benefits team on all eligibility verification processes including external correspondence to participants, appointment scheduling, completing document verification, and providing client/customer service
- Travel to work sites of auditable entities to perform Open Enrollment Presentations
Skills
- High school diploma and 1 years related experience required
- Working knowledge of Microsoft Windows applications and Microsoft Office
- Need to possess strong verbal and written communication skills
- High level communication skills, both verbal and written
- Strong interpersonal skills and a highly resourceful team player
- Ability to maintain discretion and confidentiality
- Able to work well under pressure, with patience and resiliency
- 1 + Yrs of experience within Health Benefits
- Ability to commute on site to San Diego, CA in Hybrid setting, with increased in office days due to evolving business needs
- Ability to travel to client sites locally to conduct Open Enrollment Presentations
- Bachelor's degree preferred
Benefits
- 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
- 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...
Company Overview
- Gallagher is an international insurance brokerage and risk management services firm. It was founded in 1927, and is headquartered in Rolling Meadows, Illinois, USA, with a workforce of 10001+ employees. Its website is https://www.ajg.com/.
Company H1B Sponsorship
- Gallagher has a track record of offering H1B sponsorships, with 58 in 2025, 31 in 2024, 32 in 2023, 45 in 2022, 36 in 2021, 15 in 2020. Please note that this does not guarantee sponsorship for this specific role.