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Client Coordinator/Project Manager

10 hours ago

Holly Springs, North Carolina, United States Gallagher Full time

Introduction
At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview
Pierce Group Benefits
, now a part of Gallagher, is currently the largest provider of employee benefits consulting and administration in North Carolina's public sector. Our firm is a full-service employee benefits brokerage that builds comprehensive benefits packages for employers in North Carolina, South Carolina, and Virginia. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

As part of Gallagher, a global leader in insurance, risk management, and consulting, you'll be joining a team that's passionate about helping individuals and organizations thrive.

We are currently seeking a
Client Coordinator/Project Manager
. The Client Coordinator/ Project Manager will coordinate and organize the client discovery phase, implementation, training and ongoing needs for all clients utilizing the BenSelect employee benefit enrollment system. This will include a high level of collaboration between the Data Management team and Account Executives, Vendors and Clients. The ideal candidate will possess a service mentality, curiosity and a willingness to learn.

How You'll Make An Impact
Project Management:

  • New client onboarding - Meet with client and facilitate the discovery phase. Interview client to determine client rules and processes for HR, Payroll and Benefits management.
  • Coordinate implementation of solutions and activities between management, client services and data management team assigned to case.Responsible for developing and implementing ongoing and initial client training, as well as managing customer experience with BenSelect
  • Act as a liaison between internal technology team and end users.

Communication Skills

  • Must be able to communicate technical information to a non-technical audience. Experience with public speaking to both small and large groups or with leading classroom-based training. Will need to triage team and client questions timely, answering or escalating when appropriate.

Detail Oriented and Organized:

  • Must be able to compartmentalize and manage standards and processes from client to client. Strong task management skills. Takes pride and ownership in a job well done.

Problem Solving:

  • Initial point of contact for BenSelect related inquiries, both internal and client facing.
  • Identifies and monitors project risks, action items and issues.
  • Involvement in user testing of systems related to new client onboarding.

Documentation:

  • Receive, track and resolve employer questions.
  • Proactively communicates project status, issues and mitigations to management stakeholders.
  • Produce, edit and maintain client-facing and internal documentation.

Training

  • Train clients, including onsite travel to client site with some overnight travel required.
  • Provide, design and run training classes and workshops for internal personne.
  • Other duties as assigned.
  • Travel is expected to be 25% in this role.

About You
Required: Bachelors degree and 5 years related experience required. Understanding of the key challenges in employee benefit plans and current health care trends. Excellent client relationship-building and presentation skills.

Preferred:

  • Customer management and/or support experience
  • Intermediate technical and business background:
  • Familiarity with employee voluntary benefits
  • Understanding of payroll and deduction methodology
  • Proficient with Microsoft Excel, Word, Outlook, and Powerpoint
  • Knowledge of individual/group voluntary insurance
  • Advanced knowledge of Excel and/or Access
  • Familiarity with any computer programming language
  • Familiarity with enrollment platform technology

Compensation And Benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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
you'll 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...
  • The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

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 it's 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.