Client Operations Manager - PlanSource

Arthur J Gallagher & Co.-posted 26 days ago
Full-time • Mid Level
Radnor, PA
5,001-10,000 employees
Insurance Carriers and Related Activities
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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. The Ideal Candidate An excellent problem solver, you thrive on making customers happy and coming up with great solutions You have a strong sense of team work, and you are highly communicative You are equally strong in facing customers and being highly analytical and detail oriented If this sounds like you, we invite you to keep reading and apply!

  • 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, systems variances reports, and carrier audits.
  • Other duties as assigned.
  • Travel is expected to be minimal in this role.
  • Bachelors degree and 5 years related experience required
  • Understanding of the key challenges in employee benefit plans and current health care trends
  • Excellent client relationship-building and presentation skills
  • 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
  • 2-3 years brokerage/agency experience preferred.
  • 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
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