Client Manager, Small Business Benefits

Gallagher • Walnut Creek, CA

3h • Hybrid

About The Position

Join Gallagher's Small Business Team and make a difference for businesses with over 10 employees. This full-time, hybrid role based out of our Walnut Creek, CA office is all about building relationships, guiding clients through their benefits journey, and delivering tailored solutions. You'll be part of a supportive team that values collaboration and innovation.

In this role, you’ll be the go-to person for your clients, helping them navigate their employee benefits programs. You’ll lead renewal processes, analyze proposals, and present solutions that meet their needs. Using tools like Excel and PowerPoint, you’ll create impactful deliverables efficiently. You’ll also identify opportunities to introduce additional Gallagher services, such as retirement planning or HR consulting. Whether it’s resolving client concerns or conducting presentations, your work will directly contribute to their success and satisfaction.

Requirements

• A bachelor’s degree and 3+ years of client coordination or claims management experience, or a high school diploma with 8+ years of experience.
• Health & Life licensing
• The ability to explain complex issues in simple terms, whether in meetings, calls, or emails.
• A knack for managing tasks and priorities effectively.
• A commitment to ethical behavior and professional standards.
• Bachelor's degree and 3 or more years client coordination and/or claims management experience, OR High School degree with 8 or more years client coordination and/or claims management experience.
• Life & Health License required.
• Able and willing to travel approximately 25% of the time.
• Excellent verbal and written communication skills.
• Able to quickly determine critical issues.

Responsibilities

• Build and maintain strong client relationships.
• Manage client renewals and open enrollment processes.
• Collaborate with internal teams to ensure timely and professional service.
• Stay updated on industry trends and challenges in small business benefits.
• Lead renewal processes, analyze proposals, and present solutions that meet their needs.
• Using tools like Excel and PowerPoint, you’ll create impactful deliverables efficiently.
• Identify opportunities to introduce additional Gallagher services, such as retirement planning or HR consulting.
• Resolving client concerns or conducting presentations.

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 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level