Client Manager, Small Business Benefits & HR Consulting

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

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

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

• 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

#LI-AM3

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.