Retention:
• Assumes ownership and overall accountability of client revenue in internal client relationship management system (SFDC)
• Drives discussions specific to Gallagher’s compensation
• Responsible for minimum of 95% retention of revenue for existing book of business
• Anticipate and proactively address issues that could potentially jeopardize client retention
Business Growth:
• Performance success measured through White Space Growth goal along with Business Retention goal as described above
• Understand and communicate Gallagher resources (Pharmacy Practice, Retirement, GGB, HR Consulting and Voluntary Benefits) with internal
and external client groups
Strategic Consulting:
• Communicates Gallagher Resources (Pharmacy Practice, Retirement, GGB, HR Consulting, Voluntary Benefits, etc.)
• Maintain comprehensive understanding of clients’ needs to ensure presentation of appropriate coverage solutions that support and enhance the
clients’ culture, values and mission
• Direct research to strategize content and solutions for quarterly/experience reporting
• Effectively communicate content of financial reports to client
• Convey implication of financial performance of plan anomalies and provide solutions to address areas of concern
• Regularly review client data to analyze trends, identify issues and deliver appropriate solutions, including plan design modeling, funding
solutions, networks, contract issues, etc.
• Communicates and collaborates with service team to identify challenges and opportunities and develop a plan to implement solutions
• Identifies and ensures internal and external client groups are well-informed of current and upcoming compliance and employee benefits related
issues and trends
• Collaborate with account team and provides oversight and direction on RFP, vendor vetting and presentation strategy
• Remains current on industry trends and strategies and proactively seek to improve strategic consulting skills
• Collaborate with vendors and team members to build innovative client solutions and opportunities
Required: Bachelor's degree and 5 years related experience OR High School Diploma/GED and 10 years related experience required. License required.
Preferred: Professional designation such as Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC) or Associate in Risk Management (ARM) preferred. Excellent sales capabilities; outstanding verbal and written communication skills.
Behaviors: Position requires excellent communication skills.
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
| Location | Cleveland, Ohio |
| Job Type | Full-time |
| Industry | Insurance |
| Company Size | 10,000 employees or more |
| Year Founded | 1927 |
| Website | https://www.ajg.com/ |
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.
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