Client Service Manager, Employee Benefits

GallagherJeffersonville, IN
3d

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.

Requirements

  • Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience.
  • Producer's License.
  • Proficiency in Microsoft Office.
  • Appropriate licensing as required.

Nice To Haves

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

Responsibilities

  • May be first point of contact on some accounts; supports in delivering service to book of business.
  • Provides renewal and proposal presentations for delivery to clients including regulatory information for compliance and enrollment guidelines.
  • Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
  • Reviews and supports in enrollment, benchmarking, financial and utilization data based on financial review standards.
  • Identifies opportunities for adding other lines of coverage or services.
  • Processes or oversees process of change request, certificates of insurance, account summaries, proposals, policies, and account balance status as needed.
  • Maintains relationships with internal and external business partners and carriers.
  • May be responsible for analyzing market trends and advising clients on changes to policies.
  • May be responsible for assisting Producers with marketing campaigns
  • Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
  • Provides mentoring and guidance to junior team members, such as Account Coordinators.
  • 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
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