Client Manager

3 months ago

Houston, United States Gallagher 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 youre close but not an exact match, we encourage you to apply.

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 Gallaghers 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 Gallagher Benefit Service (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, Account Coordinators/Client Associates, 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 dont 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 Gallaghers 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


About you:

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.

Work Traits:

  • 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

#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 youll 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 its 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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