Client Manager

4 days ago

Irvine, California, United States Gallagher Full time
About the Role

Gallagher is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for delivering exceptional service to our clients by proactively managing assigned accounts.

Key Responsibilities
  • Communicate resources available within Gallagher to fill white space needs
  • 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 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 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, ACs, and anyone that needs assistance
  • Maintain and prioritize a task list on a regular basis
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. Health & Life License required. Ability to travel up to 25% of the time. Proficiency in Microsoft Office.

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

Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.

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