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CLIENT MANAGER

Gallagher
Visalia, CA, United States
Full-time

Introduction :

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries.

As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive.

Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply.

Overview :

Ensure delivery of exceptional service to Gallaghers clients by proactively managing assigned accounts

How you'll make an impact :

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 Gallaghers 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

About you :

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.

Health & Life License required. Ability to travel up to 25% of the time. Proficiency in Microsoft Office.

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.

LI-PF1

LI-Hybrid

Compensation and benefits :

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 youll 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...

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 its 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.

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