Client Manager

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.

As a Client Manager on the Employee Benefits team, you will play a critical role in delivering exceptional service to Gallagher’s clients by proactively managing a portfolio of accounts. You’ll serve as a trusted partner, ensuring client needs are met with accuracy, efficiency, and strategic insight.

• Communicate resources available within Gallagher to fill white space needs (Pharmacy Practice, Retirement, GGB, HR Consulting, Voluntary Benefits, etc.)
• Accountable for 95% client retention
• Manage increasingly complex accounts and funding type 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 (Underwriting, Compliance), available tools (Excel, PowerPoint, etc.), established work products and advanced knowledge (benefits, self-funding etc.) 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 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
• Provide support to local GBS office by completing ad hoc administrative tasks as needed
• Be innovative and don’t be satisfied with the status quo! Generate new and practical ideas, always look to improve
• Maintain up-to-date records in Document Management System (DMS)
• Comply with Gallagher’s processes, BOSS standards and office initiatives
• Complete training and professional development to gain understanding of the insurance industry and GBS processes
• Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way

Required:

Bachelor's degree with 3+ years client service and/or claims management experience
-OR
- High School degree/GED with 8+ years client service and/or claims management experience. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required, Life & Health.

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

Behaviors:
Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self‑directed manner.

We offer a competitive and comprehensive compensation package. The base salary range represents the…