As a Client Manager on the Employee Benefits team, you will play a critical role in delivering exceptional service to Gallagher’s clients by proactively managing a portfolio of accounts. You’ll serve as a trusted partner, ensuring client needs are met with accuracy, efficiency, and strategic insight.
How you'll make an impact:
• Communicate resources available within Gallagher to fill white space needs (Pharmacy Practice, Retirement, GGB, HR Consulting, Voluntary Benefits, etc.)
• Accountable for 95% client retention
• Manage increasingly complex accounts and funding type based on experience with supervision
• Support the Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business
• Resolve service-related issues independently, involving more experienced Account Management team members when needed
• Utilize Gallagher’s resources (Underwriting, Compliance), available tools (Excel, PowerPoint, etc.), established work products and advanced knowledge (benefits, self-funding etc.) to maximize efficiency and effectiveness in client deliverables
• Possess strong oral and written communication skills, demonstrated through the ability to effectively present in client meetings, lead calls, and correspond via email
• Develop, cultivate and maintain positive relationships within the branch, with clients and with vendor partners
• Maintain proficiency in all GBS professional standards
• Prepare the RFP, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentation
• Leverage team members to manage client/vendor expectations and ensure timely delivery of requests for clients, vendors and internal partners
• Possess ability to articulate account management role in client engagement
• Provide guidance and support to new hires, ACs, and anyone that needs assistance
• Maintain and prioritize a task list on a regular basis
• Provide support to local GBS office by completing ad hoc administrative tasks as needed
• Be innovative and don’t be satisfied with the status quo! Generate new and practical ideas, always look to improve
• Maintain up-to-date records in Document Management System (DMS)
• Comply with Gallagher’s processes, BOSS standards and office initiatives
• Complete training and professional development to gain understanding of the insurance industry and GBS processes
• Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way
Required: Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required, Life & Health.
Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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:
Other benefits include:
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
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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.
Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.