Client Service Associate - Financial Services

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply.

Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning for high net worth individuals/families, and executive benefit plans for firms who desire to attract and retain top talent in highly compensated and competitive industries.

CFG is a division of Gallagher Benefits Services, a subsidiary of Arthur J. Gallagher (NYSE: AJG). CFG is a member firm of M Financial. Securities offered through M Holdings Securities, Inc. a registered Broker Dealer, Member FINRA/SIPC.

About the role:

Client Service at CFG is a key department and is critical to maintaining strong relationships with our clients. The Client Relationship Manager role is responsible for a wide range of tasks from administrative policy servicing to investment trades. This is a very visible role and will eventually have direct client contact . This role will support the Executive Benefits channel of the firm.

Responsibilities:

• Non-Qualified Plan administration and servicing
• Premium tracking and invoicing
• Completing forms for general administrative requests: address change, owner and beneficiary change
• Managing client and advisor requests
• Data collection: pulling values, statements
• Manages CS service deliverable's and sets follows ups when onboarding new clients
• Working directly with our advisors to provide a best in class experience for our clients.
• Communicating directly with clients and their advisors
• Trades (series 7 required)

Job Qualifications

• 3+ years of experience within the life insurance industry preferred
• Plan Administration experience a plus
• Experience with multi-life plans or non-qualified plans a plus
• Bachelors degree
• Life insurance license required
• Series 6/7 and 63 preferred. Will sponsor employee to obtain
• A strong client service mindset
• Working knowledge of Microsoft Windows applications and MS Office
• Excellent verbal and written communication skills
• Critical thinking and good judgment to quickly determine and prioritize key issues

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 youll 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

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and its 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 (herein referred to as protected characteristics) 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.