Client Operations Manager - PlanSource

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$59,500.00/yr - $/yr

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.

The Client Operations Manager role is responsible for the collection, analysis, and processing of client data and preparation of client invoices, vouchers, and other client‑related reports.

• An excellent problem solver, you thrive on making customers happy and coming up with great solutions.
• You have a strong sense of teamwork and are highly communicative.
• You are equally strong in facing customers and being highly analytical and detail oriented.

• Collect data by identifying sources of information and designing collection methods; organize information by studying, analyzing, interpreting, and classifying data.
• Process data files received from the Client for integration with eligibility, enrollment, and billing platforms.
• Analyze variances between data sources and collaborate with Client Owner(s) to ensure updates to most current employee benefit and demographic information.
• Prepare invoices for submission to client; prepare vouchers for submission to Finance for payment of benefit premiums to carriers; prepare client reports, including retirement funding reports; perform carrier billing reconciliations (carrier bill versus benefits system).
• Train others regarding data sources, limitations of data, efficient ways to retrieve and transform data and best practices in managing data quality.
• Handle client questions with the highest degree of quality, courtesy and professionalism to resolve customer issues, effectively communicating plans for resolution.
• Perform root cause analysis and recommend corrective actions.
• Complete assigned tasks related to day‑to‑day operations. These processes may include, but are not limited to, eligibility enrollments, system variance reports, and carrier audits.
• Other duties as assigned.
• Travel is expected to be minimal.

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

Preferred: 2‑3 years brokerage/agency experience.

• Ability to coordinate multiple projects while ensuring timely and accurate client deliverables, with effective problem solving and resolution skills.
• Strong organizational, project planning and management, analytical, and multi‑tasking skills.

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

• 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.

• Digital mental health services (Talkspace).
• Flexible work hours (availability…