Client Service Associate

Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. The Client Service Associate position oversees the administration and management of eligibility audits, and provides research assistance to all team members of our RPA VIBA department. This administrator works with clients to ensure timely, accurate responses, supports the current Health Benefits Account Managers, and supports Open Enrollment Presentations. This role is hybrid out of San Diego, CA. The role is budgeted at $65 - $75k. How you'll make an impact: 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 About you: 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. Bachelor's degree preferred 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 Compensation and benefits: We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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 you'll 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. Inclusion and diversity is a core part of our business, and it's 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 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.

Created: 2026-03-07