Client Manager, Small Business Benefits
@ Gallagher Benefit ServicesClient Manager, Small Business Benefits
About the job
Gallagher Benefit Services helps organizations with benefits strategies, wellbeing programs, and workforce solutions. The Client Manager role focuses on client retention, renewal management, and building trusted partnerships to support small business clients and promote meaningful workplace change.
Requirements
- 3+ years client coordination experience
- Health & Life licensing required
- Strong communication skills
- Experience with benefits renewal process
- Ability to lead virtual meetings
Qualifications
- Bachelor’s degree or equivalent experience
- High school diploma with 8+ years experience
Full job description
How you'll make an impact
Client Service & Retention
- Manage and nurture relationships of a high-volume book of business, particularly Small Business Clients
- 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
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
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
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