Overview
The Senior Benefit Consultant works closely with GBS Consultants to support and develop effective employee benefit strategies and programs for assigned clients. The Account Manager is responsible for the day-to-day account management for routine/moderately complex client accounts and manages an assigned book of business. Serving as the primary internal point of contact for all day-to-day service requirements, the Account Manager will work closely with assigned clients to form effective business relationships through proactive client service, managing renewals, coordinate the appropriate resources to address the clients’ needs and lead any ongoing problem resolution. May coordinate the work of administrative support staff and provide support to GBS Consultant.
How you'll make an impact
- Act as primary contact for all day-to-day service issues and other inquiries for all assigned clients; act as liaison between client and vendors to resolve issues and identify process improvement opportunities.
- Prepare and manage all client deliverables.
- Manage and collaborate with client service team members to effectively on-board new GBS clients. The Account Manager, in conjunction with the Consultant will oversee the implementation project plan, facilitate resources and ensure that service deliverables meet sales guarantees and satisfy client expectations.
- Develop and manage strong business relationships with assigned clients in conjunction with GBS Consultant through in-person visits, entertainment opportunities and phone contact at multiple levels within client organization.
- Manage client service plan with corresponding activities and deliverables, including action planning, mid-year and renewal planning and management objective setting.
- Provides guidance on regulatory issues that impact health & welfare benefit plans.Â
- Analyze carrier reports, benefit plan structures, plan design and industry trends and make appropriate benefit plan recommendations in conjunction with GBS Consultant.
- May be prepared to handle market Requests for Proposals (RFPs), prepare client renewals and negotiate rates with carriers in conjunction with GBS Consultant; may prepare and present alternate benefit options when appropriate.
- Provide consulting to clients regarding health & welfare benefit program plan design and trends within the benefits industry (healthcare, voluntary benefits, etc.) in conjunction with GBS Consultant.
-  Assist clients in developing employee communication strategies & materials. Be prepared to create and deliver employee communication through technology tools, benefit summaries, webinars, open enrollment meetings and other methods as required and appropriate.
- Provide compliance reviews for clients and make recommendations for changes to bring clients into compliance in conjunction with GBS Consultant.
- Review all new and renewal policies, summary plan descriptions (SPDs) and plan amendments for accuracy (using required procedures) prior to delivery
- Adherence to BOSS mandatory compliance standards
- Identify new business opportunities and additional lines of coverage for GBS products and services among the current book of business client.
- Ability & willingness to travel 25% of the time
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About You
Required: Bachelor's degree and 5 or more years client coordination and/or claims management experience OR High School degree and 10 years client coordination and/or claims management experience. License required. Able and willing to travel approximately 25% of the time.
Preferred: Professional designation may be preferred, such as CPCU, CIC or ARM. Minimum 1 year experience with A.J. Gallagher is preferred.
Behaviors: Excellent verbal and written communication skills. Able to quickly determine critical issues.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-beingÂ
- Career development opportunities and ongoing learningÂ
- A collaborative, people-first culture with accessible leadershipÂ
- The opportunity to do meaningful work with global reach and local impactÂ
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Learn more about this Employer on their Career Site
