Client Service Manager, Employee Benefits

Gallagher•Lyndon, KY

13d

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 experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Manager to support our Employee Benefits department and deliver exceptional risk management solutions to our growing client base. Our Account Manager will partner with our sales team to facilitate day-to-day management of current clients' insurance programs, helping the world prepare for the unexpected. As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in growing their career in the insurance industry. Opportunity awaits you with us!

Requirements

Bachelor's degree with 0+ years client service -OR- High School degree/GED with 3+ years client service.
Proficiency in Microsoft Office.
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.

Nice To Haves

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

Responsibilities

Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
Maintain files with proper records according to company procedures. Follow company procedures in order to achieve positive audit results.
Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
Review accounts receivable report for all assigned accounts to support client retention.
Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
Attend training and seek self-directed learning to continue education in industry and technical knowledge.
Other duties as assigned.

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