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Senior Client Manager

1 month ago

Irvine, California, United States Gallagher Full time
Unlock Your Potential

At Gallagher, we're committed to empowering our clients to achieve their goals. As a Senior Client Manager, you'll play a vital role in shaping the future of workplaces across industries. With a strong focus on client service and relationship management, you'll have the opportunity to make a lasting impact on our clients' success.

About the Role

As a Senior Client Manager, you'll be responsible for delivering exceptional service to our clients, participating in branch initiatives and priorities, and proactively managing accounts. You'll work closely with our account management team to ensure compliance with local and corporate standards, and develop and maintain positive relationships within the branch, with clients, and with vendor partners.

Key Responsibilities

  • Communicate resources available within Gallagher to fill white space needs
  • Responsible for Client Service Cycle with guidance as necessary from Client Executive(s) and Senior Client Executive(s)
  • Manages accounts with varying funding types and provide support on more complex self-funded accounts
  • Maintains account responsibility and is a strategic relationship manager and client liaison
  • Accountable for 95% retention for an assigned group of clients
  • Provide guidance, training and mentorship to new hires, account management, team resources, and anyone that needs assistance
  • Work closely with account management and resources to prioritize workflow, ensure accountability and follow-through
  • Address and resolve internal and external challenges with guidance as necessary
  • Keep clients well-informed of compliance related issues
  • Identify client needs, provide solutions while leading and managing strategic objectives for accounts and assist on more complex accounts
  • Work with account management team to ensure compliance with local and corporate standards
  • Develop, cultivate and maintain positive relationships within the branch, with clients and with vendor partners
  • Leverage Gallagher resources, available tools, established work products, maximize efficiency and effectiveness in client deliverables

Requirements

  • Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Life & Health License is required.
  • Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

Benefits

  • 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

We value inclusion and diversity, and are committed to creating a workplace that is welcoming and inclusive for all employees. We believe that diversity and inclusion are essential to our success, and we strive to create a workplace that reflects the diversity of our clients and communities.