What are the responsibilities and job description for the Retail Programs Client Onboarding Specialist position at RPS?
At Risk Placement Services, we're more than just a team – we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contribution matters. Step into a world of excitement and innovation as we work with top-rated carriers to design robust coverage for our clients. Unleash your potential and join our spirited team, where you'll have the freedom to explore and the support to grow.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
The Client Onboarding Specialist is responsible for processing new business written by the Retail Programs Sales Team while adhering to efficiency and process standards. They are accountable for delivering high-quality and efficient service to both internal and external clients by assisting with the overall workflow processes of the Retail Programs. This includes working in coordination with the Gallagher Center of Excellence and Service Team to set up accounts and process new policy documents. The Client Onboarding Specialist also works on various projects for the Programs Team and conducts periodic audits to ensure compliance with Gallagher's standards and service levels. They are responsible for maintaining accurate client and policy data and documents within Gallagher systems and creating documents, certificates, and reports using appropriate systems and resources. This is a fully remote position.
How you'll make an impact
Process new business written by our Retail Programs Sales Team by adhering to efficiency/productivity and process standards- Accountable for delivering high quality and efficient service to both internal and external clients by assisting the Retail Programs overall workflow processes.
- Work in coordination with our Gallagher Center of Excellence and Service Team to setup accounts and process new policy documents.
- Work on various Operations projects for the Programs Team
- Conduct periodic audits to ensure compliance to Gallagher’s standards and service levels.
- Maintain accurate client and policy data and documents within our Gallagher systems.
- Creates documents, certificates, etc. using appropriate systems and resources, which may include communications, forms, certificates, reports, etc.
About You
Required: High school diploma or equivalent and a minimum of 1 year of related experience. Strong typing and basic computer skills. Strong written and verbal communication skills. Basic math skills.
Preferred: Previous insurance experience preferred. Active P/C insurance license or willing to acquire. Proficiency in Microsoft Office applications. Associate's degree, professional certification, or equivalent training and experience preferred. Previous customer service experience desirable.
Behaviors: Strong attention to detail. Exceptional time management skills. Builds collaborative and mutually meaningful relationships with other team members. Actively suggests and shares opportunities to streamline and improve processes. Exudes a positive attitude while working within a team environment. Effective time management skills.
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Compensation and benefits
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
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 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 (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.
