Trainee / Associate - Client Services

To provide services to simple and medium complex Client/Carrier portfolio with Proportional Treaty placement and deal with post placement accounting activities. Ensure appropriate level of service is provided to all these Clients within their area of responsibility.

• Responsibilities:

  • Processing of Client figures into our system in line with specified key performance indicators and contractual conditions
  • Acknowledge and action client’s instructions in a timely manner and communicate pertinent information as necessary
  • Where applicable, ensure prompt chasing of accounts / claims due from clients or notify Account Manager (AM) / Client Service Advocate (CSA) to do the same
  • Receive and manage assigned clients cash calls instructions in a timely fashion to agree with the market
  • Ensure the workflow system is kept up to date with correct dates and appropriate comments
  • Understand the client’s business and their requirements (operational and other)
  • Is aware of unpaid items and status of collection for regular update and discussion with Clients and ensures problems are escalated to management
  • Engage with Bureau markets for agreement and Xchanging offices for agreement / signing of accounts
  • Adheres to standard internal processes, policies and procedures, and other external regulatory requirements
  • Compliance with legal requirements, industry regulations, organisational policies and Gallagher Re best practice and professional codes
  • Ensure internal, client and market correspondence are stored on E-filing and necessary documents attached to processing system
  • Support Account and Settlement associates to ensure that all financial aspects are handled in a timely manner for the secure, efficient and auditable handling of client monies
  • Liaise with AM / CSA on a regular basis to understand and determine Client specific needs
  • Deliver as per the KPIs defined for the role. To always maintain set SLA Accuracy/quality, TAT standards prescribed by the Business Unit.
  
  
  

• Skills & Qualifications:

  • Business Communication – Written & Verbal
  • Analytical skills (including but not limited to - Eye for detail, Interpretation of documents)
  • Basic MS Office Skills (especially, Excel and Word)
  • Working knowledge of Computers (Technological efficient)
  • Relevant Insurance / Reinsurance industry experience would be beneficial
  • Awareness of basic accounting fundamentals (debit/credit)\
  • Bachelores in Commerce or related Field

  Behaviors:

  • To prioritise and organise tasks with minimum assistance from others
  • Demonstrate a level of Logical Thinking
  • To be coachable

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• 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

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

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

• Skills & Qualifications:

  • Business Communication – Written & Verbal
  • Analytical skills (including but not limited to - Eye for detail, Interpretation of documents)
  • Basic MS Office Skills (especially, Excel and Word)
  • Working knowledge of Computers (Technological efficient)
  • Relevant Insurance / Reinsurance industry experience would be beneficial
  • Awareness of basic accounting fundamentals (debit/credit)\
  • Bachelores in Commerce or related Field

  Behaviors:

  • To prioritise and organise tasks with minimum assistance from others
  • Demonstrate a level of Logical Thinking
  • To be coachable