Client Service Manager Trainee - Achieve July 2025

📌 Core Information

🔹 Job Title: Client Service Manager Trainee - Achieve July 2025

🔹 Company: Gallagher

🔹 Location: Pittsburgh, Pennsylvania, United States

🔹 Job Type: On-site

🔹 Category: Not Specified

🔹 Date Posted: March 31, 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Engaging in dynamic, problem-solving tasks related to risk management.
• Participating in the Achieve Program starting July 2025.
• Providing structured learning and development over 18 months.
• Contributing to risk management and insurance brokering.

ASSUMPTION: The role is suitable for new graduates and career changers, offering a blend of in-office and remote work to maximize learning and flexibility, even though specific office days are not detailed.

📋 Key Responsibilities

✅ Work cross-functionally to provide exceptional service to internal and external clients.

✅ Support workflow processes by creating required documents using innovative systems.

✅ Handle new business applications and foster strong client relationships.

✅ Compile information for high-quality Request for Proposal responses.

✅ Research and resolve routine issues, escalating as necessary.

✅ Participate in seminars to expand industry knowledge and pursue relevant licenses and designations.

ASSUMPTION: Responsibilities emphasize both technical and interpersonal skills, with client communications and marketing support as key components despite limited detail on cross-functional team collaborations.

🎯 Required Qualifications

Education: High School Diploma/GED.

Experience: Experience level: 0-2 years, with no specific prior job experience required.

Required Skills:

• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Strong written and verbal communication skills.
• Technological proficiency for efficient software use.

Preferred Skills:

• Associate’s or Bachelor’s degree.
• Previous internship or work experience in insurance brokering.

ASSUMPTION: The role seeks candidates with technical proficiency and adaptability for ongoing learning, though specific software tools beyond Microsoft Office are not identified.

💰 Compensation & Benefits

Salary Range: Not specified, but described as competitive.

Benefits:

• Medical, dental, and vision plans starting from day one.
• Life and accident insurance, 401(K), and Roth options.
• Educational expense reimbursement and paid parental leave.

Working Hours: Full-time, 40 hours per week, with flexible arrangements as determined by office location.

ASSUMPTION: The compensation includes comprehensive health benefits from the start date, reflecting a commitment to employee well-being for a potentially varying benefits package based on the job level.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance, focusing on claims and risk management services.

Company Size: 5,001-10,000 employees, providing a mix of growth opportunities and robust support systems.

Founded: 1962, with a strategic focus on innovation and quality service.

Company Description:

• Leading provider of claims and risk management services.
• Experiencing professionals with local and global expertise.
• Pioneers in Third-Party Claims Administrator (TPA) systems.

Company Specialties:

• Property/Casualty Third Party Administrator
• Claims Management
• Information Management

Company Website: http://www.gallagherbassett.com

ASSUMPTION: Gallagher offers expansive professional settings and potential global interactions, promoting a career in a stable and historically successful industry.

📊 Role Analysis

Career Level: Entry-level, focused on skill-building and industry certification.

Reporting Structure: Likely reporting to a team lead or manager within the risk management or brokering department.

Work Arrangement: Hybrid, blending in-office with remote work to support training and development.

Growth Opportunities:

• Advancement to Client Service Manager post-program completion.
• Acquisition of industry certifications (Property & Casualty license).
• Potential for leadership roles in risk management and brokerage.

ASSUMPTION: The role supports a career pathway within the insurance industry, emphasizing certification and practical experience for further opportunities, though specific advancement paths are not fully outlined.

🌍 Location & Work Environment

Office Type: Professional on-site facilities within Pittsburgh, fostering collaboration and learning.

Office Location(s): Main office in Pittsburgh, Pennsylvania with possible connections to headquarters in Rolling Meadows, IL.

Geographic Context:

• Access to a central commercial area in Pittsburgh for client engagements.
• Potential travel to company headquarters once during the program.
• Pittsburgh offers a strong business community and suburban lifestyle.

Work Schedule: Combination of in-office and remote days with specific schedules set by location and role requirements.

ASSUMPTION: The work environment promotes flexibility with a strong emphasis on collaboration, though detailed policies on remote versus in-office work are dependent on office location.

💼 Interview & Application Insights

Typical Process:

• Submission of application through the company website or job portal.
• Initial screening interview with HR.
• Technical assessment of skills and knowledge.
• Final interview focusing on cultural fit and career aspirations.

Key Assessment Areas:

• Problem-solving and analytical skills.
• Ability to work collaboratively in a team.
• Communication skills and client engagement ability.

Application Tips:

• Highlight any relevant internship or academic projects related to insurance.
• Prepare examples of problem-solving in dynamic environments.
• Research Gallagher's core values and integrate them into your interview responses.

ATS Keywords: Client Service, Risk Management, Insurance Brokering, Communication, Problem Solving, Microsoft Office.

ASSUMPTION: The application process emphasizes technical and interpersonal skills with a strong alignment with Gallagher's values, though specifics of the technical assessment aren't specified.

🛠️ Tools & Technologies

• Microsoft Office Suite
• Insurance industry-specific software
• Customer Relationship Management (CRM) tools

ASSUMPTION: Familiarity with industry-specific software is advantageous, even if not explicitly required, as technological adaptability is crucial in this role.

👔 Cultural Fit Considerations

Company Values:

• Diversity and Inclusion
• Commitment to Sustainability
• Excellence in Client Service

Work Style:

• Proactive problem solving and innovation.
• Effective cross-functional team collaboration.
• Adaptability to industry changes and learning opportunities.

Self-Assessment Questions:

• How do you handle unexpected challenges in a fast-paced environment?
• What strategies do you use to engage and support clients?
• How do you prioritize tasks when managing multiple projects?

ASSUMPTION: Gallagher emphasizes an inclusive, innovative culture with strong client-focused service principles, though specific workplace culture practices are largely industry-standard.

⚠️ Potential Challenges

• Rapid adaptation to the complexities of the insurance industry.
• Balancing in-office days with remote work expectations.
• Meeting licensing and certification requirements within given time frames.
• Managing high volumes of client interactions across various platforms.

ASSUMPTION: The role will challenge candidates to balance administrative functions with client service under fast-paced conditions, though the company's support mechanisms are not fully detailed.

📈 Similar Roles Comparison

• Similar entry-level positions in insurance firms typically offer less structured training programs.
• The Achieve Program provides a clearer path to managerial positions than comparable industry roles.
• Other roles may not emphasize both certifications and on-the-job learning simultaneously.

ASSUMPTION: The Achieve Program distinctly positions itself as offering a more robust developmental approach, which may not be as prevalent in similar roles or companies in other sectors.

📝 Sample Projects

• Developing a campaign for client onboarding success.
• Participating in a project to streamline document workflows.
• Assisting in market analysis to propose risk management solutions.

ASSUMPTION: Given the nature of the role, sample projects will likely combine practical client interaction with strategic planning tasks, even though specific examples are not specified.

❓ Key Questions to Ask During Interview

• What opportunities are available for professional development within the Achieve Program?
• How does Gallagher support career progression for new graduates?
• What are some challenges previous trainees faced, and how were they overcome?
• Can you describe the typical career trajectory following completion of the program?
• What kinds of innovation initiatives does Gallagher prioritize?

ASSUMPTION: These interview questions are tailored to gain insights into career growth, developmental support, and innovation at Gallagher, aligning with the role's progression expectations.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare your resume with a focus on communication and technological proficiency.
• Complete any preliminary online assessments promptly.
• Engage with Gallagher's online information resources to understand their culture and values.
• Follow up on your application status respectfully within a couple of weeks.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.