Client Manager

Gallagher•Morrisville, NC

About The Position

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. Overview As the Client Manager you will ensure delivery of exceptional service to Gallagher’s clients by actively managing client accounts. You will work with our sales team to ensure client satisfaction. We will rely on your leadership skills to help guide our Client Service Associates and create a learning environment. You apply your business insight and strong dedication to service to create depth in our client relationships. How you'll make an impact You will manage increasingly complex accounts with a strong focus on self-funded business while collaborating with senior teammates Utilizing Gallagher’s resources and tools, you will create effective client deliverables You support the employee benefits Client Service Cycle to ensure a seamless renewal process. We measure success based on retention and our renewal target is 95%. You will resolve service-related issues independently but know when to raise concerns to more experienced client service team members Prepare RFP’s, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations You will "cross-solve" with your clients to communicate resources available within Gallagher that we may not currently provide (Pharmacy Practice, Retirement Services, HR Consulting, Voluntary Benefits, etc.) Guide and support new hires and account associates Complete internal professional development programs to gain an understanding of the insurance industry and GBS processes We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way What skills will make me successful in this role? You possess strong communication skills that will allow you to build professional relationships with both internal and external partners. We are a collaborative team and look for teammates who understand the importance of deadlines and are open to constructive feedback. Adaptable and remain composed and in an environment that requires balancing multiple priorities in any given day You actively seek to develop your professional skills and improve efficiency You are innovative and rarely satisfied with the status quo! You love to generate new and practical ideas and aim to continuously improve A desire to learn Gallagher’s tools, systems, and shared resources We look for the people who go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher

Requirements

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.
Producer's License.
Ability to travel up to 25% of the time.
Proficiency in Microsoft Office.
Life & Health License
Strong communication skills that will allow you to build professional relationships with both internal and external partners.
Adaptable and remain composed and in an environment that requires balancing multiple priorities in any given day
Actively seek to develop your professional skills and improve efficiency
Innovative and rarely satisfied with the status quo! You love to generate new and practical ideas and aim to continuously improve
A desire to learn Gallagher’s tools, systems, and shared resources
We look for the people who go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher

Nice To Haves

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

Responsibilities

Manage increasingly complex accounts with a strong focus on self-funded business while collaborating with senior teammates
Utilizing Gallagher’s resources and tools, you will create effective client deliverables
Support the employee benefits Client Service Cycle to ensure a seamless renewal process. We measure success based on retention and our renewal target is 95%.
Resolve service-related issues independently but know when to raise concerns to more experienced client service team members
Prepare RFP’s, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
"Cross-solve" with your clients to communicate resources available within Gallagher that we may not currently provide (Pharmacy Practice, Retirement Services, HR Consulting, Voluntary Benefits, etc.)
Guide and support new hires and account associates
Complete internal professional development programs to gain an understanding of the insurance industry and GBS processes
Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way

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