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Employee Benefits Client Relationship Manager
2 months ago
Explore a realm of opportunities at Gallagher Benefit Services, where you hold the key to transforming workplaces across various sectors.
As a vital member of our organization, you will be the catalyst for positive change, assisting clients in creating environments where their workforce can flourish.
Embrace the chance to make a difference, unlock potential, and establish a legacy of significant transformation.
We recognize that every applicant brings unique qualities, including you. Therefore, even if you feel you may not meet every requirement, we encourage you to consider this opportunity.
The Employee Benefits Client Relationship Manager is tasked with delivering outstanding service to our Employee Benefits clientele. Under guidance, this role provides administrative support and manages the client's risk exposure.
This position fosters and develops client relationships while coordinating services for the maintenance, growth, retention, and expansion of accounts.
How You'll Make an Impact
Primary Responsibilities:
Builds and nurtures relationships with sales and client service teams across all Gallagher Benefit Services locations to enhance superior service for Employee Benefits clients.
implementation, maintenance, service, and annual strategic planning for Employee Benefits clients.
With occasional guidance, assumes a tactical role in managing the annual renewal processes for assigned clients, supporting Consultants and Senior Client Service Team members as necessary.
Possesses a comprehensive understanding of Employee Benefits insurance coverages, carrier guidelines, marketing processes, and legislative changes relevant to client accounts, while also having a foundational knowledge of insurance agency functions and underwriting methodologies.
Maintains relationships with clients, carrier representatives, and other relevant stakeholders.
Coordinates internal and external meetings regarding strategic plan progress, annual renewal preparations, Employee/Employer Benefits communications, legislative and compliance discussions, and other service requirements related to Employee Benefits policies.
In collaboration with Consultants and marketing, manages new and renewal business strategies, including coordinating roles and gathering information needed for Request for Proposal submissions.
Markets new and renewal business to appropriate carriers as necessary or requested, and may participate in evaluating and recommending carrier responses.
Createsrenewal presentations and supporting documents for clients, seeks cross-sell opportunities, or suggests additional lines of coverage as needed. May support or lead client meetings.
Informs, educates, answers inquiries, resolves issues, and assists with decisions regarding the implementation of coverage and modifications to clients' coverages.
Assists in planning and executing Open Enrollment communication strategies, health fairs, seminars, webinars, and other educational events as requested.
Verifies new and renewal policies for accuracy in rating, coverages, and other pertinent information. Ensures that policies are delivered and/or mailed to the client promptly.Handles recurring and specific customer service tasks, including but not limited to enrollment processing, employee-level inquiries, carrier, technology, and/or payroll
implementations, billing and claims issues, and ad hoc requests related to ongoing policy maintenance.
Supports the preparation and delivery of annual service plan deliverables, including but not limited to print and digital communications, financial and underwriting reports, benefits technology, and enrollment fulfillment.
Maintains current knowledge of industry trends, new product information, legislation, coverages, and technology, and seeks opportunities for continued learning in these areas.
Resolves general customer service issues. Typically assigned to small to mid-market clients. Client contacts may include senior-level personnel, in addition to mid- and junior-level personnel. May jointly support larger, complex clients alongside more senior team members.May provide guidance and direction to junior service team members or centralized service teams, overseeing processes and service timelines.
Follows established procedures and workflows related to document and client management, systems utilization, as well as those for serving client needs.
Maintains open, clear, and proactivecommunications with clients, Consultants, and other internal partners.
Interacts with others effectively and professionally by cooperating purposefully and providing information and guidance as needed to achieve the business goals of the agency.
Provides administrative support on special projects, idea development, or new services as assigned.
Regular and reliable attendance is required.
Overtime work may be necessary.
About You
Required:
Bachelor's degree and 3 or more years of client coordination and/or claims management experience, OR High School degree with 8 or more years of client coordination and/or claims management experience.
License required. Willingness to travel approximately 25% of the time.Behaviors:
Excellent verbal and written communication skills. Ability to quickly identify critical issues.
Compensation and Benefits
In addition to a competitive salary, dynamic teams, and exciting career opportunities, we offer a comprehensive range of benefits.
minimum core benefits
you'll receive, which may improve depending on your job level:
Medical/dental/vision plans, starting 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 – enhancing your health through challenges, workshops, and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
We value inclusion and diversity.
Inclusion and Diversity
Inclusion and diversity (I&D) are fundamental to our business and are woven into the fabric of our organization.
For over 95 years, Gallagher has been committed to sustainability and supporting the communities where we operate.
Gallagher embraces the diverse identities, experiences, and talents of our employees, enabling us to better serve our clients and communities. We view inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we fully embody The Gallagher Way.Gallagher believes that all individuals are entitled to equal employment opportunities 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 (including 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 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.
Additionally, Gallagher will make reasonable accommodations for known physical or mental limitations of otherwise qualified individuals with disabilities, unless the accommodation would impose an undue hardship on the operation of our business.