Client Manager, Small Business Benefits

5 days ago

East Fourth Street Suite, United States Gallagher Benefit Services Full time
Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

 

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 Small Business Account Manager ensures delivery of exceptional service to Gallagher’s clients proactively managing assigned accounts in the under 50 full time eligible employee market segment.


How you'll make an impact

  • Communicate resources available within Gallagher to fill white space needs (Pharmacy Practice, Retirement, GGB (Gallagher Global Brokerage), HR Consulting, Voluntary Benefits, etc.)
  • Manage accounts increasing in complexity and funding based on experience
  • 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
  • Develop, cultivate and maintain positive relationships within the branch, with clients and vendor partners
  • Maintain proficiency in all Gallagher Benefit Services (GBS) standards
  • Prepare the RFP, coordinate vendor responses, support negotiations, analyze and spread 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, Account Coordinators and anyone that needs assistance
  • Maintain and prioritize a task list on a regular basis
  • Provide support to your Branch/Region by completing ad hoc administrative tasks as needed
  • Maintain up-to-date records in DMS
  • Comply with Gallagher’s process, 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
  • Travel to onsite client meetings as requested/required by the client (approx. 20%-25% travel)

About You

Required:

  • Bachelor's degree and 3 or more years client coordination and/or claims management experience

OR

  • High School degree with 8 or more years client coordination and/or claims management experience.
  • License required.
  • Able and willing to travel approximately 25% of the time.

Behaviors:

  • Excellent verbal and written communication skills.
  • Able to quickly determine critical issues.
  • Possess strong oral and written communication skills, demonstrated through the ability to effectively present in client meetings, lead calls and correspond via email

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

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.

 

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