Account Management Professional

2 weeks ago

Visalia, California, United States Gallagher Full time

About the Role

Gallagher is seeking a highly skilled Client Service Manager to join our team. As a key member of our organization, 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, including benefits, self-funding, and other services.
  • Accountable for 95% client retention, ensuring seamless renewal processes and retaining business.
  • Manage increasingly complex accounts and funding types 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, available tools, established work products, and advanced knowledge 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 the 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

We are looking for a highly motivated and experienced professional with a Bachelor's degree and 3+ years of client service and/or claims management experience, or a High School degree/GED with 8+ years of client service and/or claims management experience. Health & Life License is required. Ability to travel up to 25% of the time. Proficiency in Microsoft Office is a must.

Preferred Qualifications

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

Benefits

Gallagher offers a wide range of benefits, including:

  • 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

  • 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...

Inclusion and Diversity

Gallagher values inclusion and diversity, and it's embedded into the fabric of our organization. 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.

Equal Employment Opportunity

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 protected characteristics.

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