• Manage a client list or manage clients out of the service queue and provide exceptional customer service. • Research, troubleshoot and resolve client inquiries, as part of ongoing support for your client set. • Educate customers on how to use the system to process payroll. • Assist clients with payroll support and general inquiries. • Participate in the Client Service team meetings. • Take incoming customer phone calls from the support queue. • Accurately and completely document all customer interactions in our CRM system. • Facilitate cross-departmental interaction with other teams, to ensure open communications for the benefit of our clients’ success. • Continuously seek out process improvement opportunities and take ownership to implement positive change. • Assist in the Distribution function and other areas as needed.

• Conducts administrative intake and scripted clinical intake of calls for clinical review • Provides quality customer service through interaction with providers, administrative staff and others • Builds and maintains customer satisfaction with products and services; provides excellent service to internal and external customers • Collects and enters confidential information ensuring the highest level of confidentiality in all areas • Maintains high-quality documentation standards when collecting and performing data entry functions • Provides ongoing telephonic support to providers and office staff related to HealthHelp’s Clinical Review process • Provides administrative support to the Clinical Review Department if needed • Participates and understands scope of responsibility pertaining to ongoing Quality Initiative Projects • Maintains acceptable levels of performance for all Key Performance Indicators, such as Average Talk Time (ATT), Quality, and adherence to schedule • Participates in the HealthHelp Quality Management Program as required • Adheres to all HIPAA, state and federal regulations pertaining to the clinical programs • Adheres to both URAC & NCQA standards in keeping with HealthHelp’s compliance initiatives • Carries out other projects and responsibilities as assigned

Role Description We are seeking motivated, people-focused individuals to join our expanding remote team as Client Services Travel Consultants. This role centers on helping clients navigate the travel planning process, coordinating important details, and delivering a high level of service throughout every stage of their journey. If you enjoy building relationships, staying organized, and helping others create memorable experiences, this flexible remote opportunity offers ongoing training, professional growth, and the ability to work from home. Responsibilities - Connect with clients to understand their travel preferences, interests, and vacation objectives - Provide guidance on destinations, resorts, cruises, tours, accommodations, and travel experiences - Research travel options and present recommendations based on client needs and budgets - Assist with coordinating reservations, itineraries, and trip-related arrangements - Share booking confirmations, travel schedules, documentation, and important updates - Support clients with itinerary adjustments, special accommodations, and travel-related requests - Review reservations and travel details to help ensure accuracy and completeness - Track upcoming departures and assist with finalizing travel plans - Maintain detailed client profiles, communication records, and trip information within company systems - Utilize supplier resources and company tools to support client travel experiences - Participate in ongoing training programs, destination education, and professional development opportunities Qualifications - Strong written and verbal communication skills - Excellent customer service and relationship-management abilities - Strong organizational and time-management skills - Ability to handle multiple priorities while maintaining accuracy - Comfortable using digital platforms, online systems, and communication tools - Professional and solution-oriented approach - Self-motivated with the ability to work independently - Reliable internet connection and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, Spain, or other approved regions Who Is a Strong Fit? - Enjoy helping others plan rewarding travel experiences - Build rapport through professional and friendly communication - Thrive in organized and fast-paced environments - Adapt easily to changing client needs and travel plans - Take ownership of responsibilities and follow through consistently - Have an interest in travel, tourism, hospitality, customer success, client services, or remote career opportunities Benefits - Fully remote work opportunity - Flexible scheduling options - Comprehensive onboarding and training program - Ongoing mentorship and team support - Career development and advancement opportunities - Performance-based incentives and recognition - Travel-related discounts and exclusive industry perks - Collaborative and supportive virtual work environment - Access to continuing education and learning resources

Role Description At Gallagher, we’re looking for a Property and Casualty licensed Senior Client Service Manager to lead a large book of construction clients. In this role, you’ll lead efforts to deliver exceptional service and innovative insurance solutions to our clients. You’ll work closely with senior leaders, clients, and colleagues to build strong relationships, solve complex challenges, and ensure every interaction adds value. This is your opportunity to shape strategy, mentor others, and make a lasting impact while advancing your career. Here’s what you’ll do: - Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions. - Identify gaps in coverage, review claims, secure existing business, and drive the sale of additional services and lines of coverage. - Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction. - Provide strategic guidance to your team in addressing client risk management needs through consultative conversations and innovative strategies. - Mentor team members by delegating tasks, providing transparent feedback, encouraging continuous learning, and fostering professional development. - Conduct regular audits to ensure compliance with regulations and maintain high service standards. - Oversee the accuracy and management of client and policy data using Gallagher’s systems. - Use Gallagher’s technology to enhance productivity, streamline processes, and deliver quality results. - Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations. Qualifications - Bachelor's degree with a minimum of 5+ years of client service management experience OR High School degree/GED with a minimum of 10+ years of client service management experience. - An active Property and Casualty Producer’s License. - Proficiency with insurance document management software (EPIC) and Microsoft Office tools. - Strong technical insurance experience with middle-market, construction insurance solutions and maintaining clients and carrier relationships. - CRIS or CIC designations (preferred). - A desire to build relationships and deliver results. - Adaptability and resilience in managing shifting priorities. - A collaborative mindset to work with teams across Gallagher. Requirements - At least 1+ year of supervisory experience. - Willingness to maintain a Pacific Time Zone work schedule. Benefits - 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. - 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...