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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.
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How you'll make an impact
Client Service & Retention
- Manage and nurture relationships of a high-volume book of business, particularly Small Business Clients with less than 10 Full Time Equivalent (FTEs)
- Lead the Benefits Renewal Lifecycle process, advising clients on optimizing their Employee Benefits Program
- Utilize Gallagher’s suite of resources, including tools like Excel and PowerPoint, and established work products to enhance client deliverables efficiently
- Identify opportunities to communicate or introduce comprehensive solutions involving additional Gallagher services or expertise like Retirement Planning, Voluntary Benefits, and HR Consulting
- Conduct virtual client presentations as needed
- Resolve client inquiries, concerns, or issues in a timely and professional manner, collaborating with internal teams as needed to ensure resolution.
- Complete internal training and professional development to stay informed on insurance industry trends and challenges in Small Business Employee Benefits
- Exemplify the highest ethical standards, promote ethical behavior, and uphold the Gallagher Way
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Compliance with Internal Processes
- Comply with Gallagher’s Professional Standards of Excellence and internal procedures
- Maintain up-to-date records in Gallagher’s Document Management System (DMS) and Account Management Platform
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Time Management & Communication with internal & external stakeholders
- Maintain positive relationships with Gallagher vendor partners and internal stakeholders
- Maintain and prioritize tasks appropriately
- Leverage internal team members and resources to manage client/vendor expectations and ensure timely delivery of requests for clients and vendor partners
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About You
- Bachelor’s degree and 3 or more year’s client coordination and/or claims management experience OR High School degree with 8 or more years client coordination and/or claims management experience
- Appropriate Health & Life licensing required
- Possess strong oral and written communication skills, demonstrated through the ability to effectively present in client meetings, lead calls and correspond via email
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