- Build and foster excellent client and provider relationships
- Assist clients with their day‑to‑day needs, including supporting benefit plan eligibility maintenance, performing data entry and auditing as required, and sharing best practices
- Assist members with enrollment inquiries and eligibility criteria
- Follow up with insurance providers for timely completion of service requests
- Host virtual demonstrations of Gallagher’s proprietary online HR and benefit administration system
- Provide administrative excellence as it relates to client onboarding and client admin training in support of our HR and group benefit services
- Provide administrative support, including maintenance of client information files and CRM software
- Engage other team members as complex client situations arise and work collaboratively with complementary teams such as client‑facing Account Managers and Finance
- Answer telephone inquiries and respond promptly and professionally to email
- Exercise the utmost confidentiality in receiving information from clients
- Collaborate with colleagues throughout our branch to continuously improve our processes and deliverables
- Complete ad‑hoc projects and duties as required
About You
- Post‑secondary graduate from an accredited college or university degree or a minimum of 1 year of relevant experience
- Excellent verbal and written communication skills
- Strong customer service and interpersonal skills
- Well‑developed problem‑solving skills
- Detail‑oriented, including numbers and formulas
- Ability to work in a fast‑paced qualified environment
- Proficiency in Microsoft Office Tools
- Familiarity with CRM systems and best practices (not required but an asset)
- Written and verbal bilingualism (English/French) considered an asset