Client Service Manager Ii

2 weeks ago

Houston, United States Gallagher Full time

About Us:
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.

**Responsibilities**:

- 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
- Develop, cultivate and maintain positive relationships within the branch, with clients and with vendor partners
- Maintain proficiency in all GBS (Gallagher Benefit Services) 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, Account Coordinators, 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

Qualifications:
**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.
- Producer's License.
- Ability to travel up to 25% of the time.
- Proficiency in Microsoft Office.
- Appropriate licensing as required.

**Preferred**:

- Previous insurance knowledge and experience managing client relationships.
- Solid financial acumen.

**Behaviors**:

- Excellent verbal and written communication
- Ability to effectively give and receive constructive feedback
- Develops professional relationships with internal and external stakeholders
- Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary
- Possess a basic understanding of general business and financial concepts
- Understands and is able to manage the client service cycle and renewal process
- Is able to take on multiple projects and meet deadlines appropriately
- Seeks to understand team and Branch goals
- Actively seeks to develop professional skills
- Demonstrates composure, stamina and resilience under pressure
- Constantly seeks to improve personal efficiency, effectiveness and productivity
- Delegates workload to team members appropriately, clarifies priorities/requests and follows through on commitments
- Proactively takes on additional responsibilities in support of the team when needed
- Able to overcome obstacles when necessary to meet deadlines
- Builds knowledge of Gallagher tools, systems and shared resources
- Is willing to go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher
- Proactively approaches issues that could impact client retention
- Is able to adapt quickly to a variety of circumstances, and change approach when necessary
- Proficient in using technology as a tool to maximize productivity and quality.
- Comfortably engages others in consultative discussion.
- Effectively manages/balances multiple and sometimes competing priorities.
- Works in a self-directed manner.

LI-MB1

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 ben

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