Employee Benefit Consultant, PEO

Gallagher•Corona, CA

About The Position

At Gallagher Benefit Services, the Employee Benefit Consultant is a trusted partner to organizations navigating people decisions and helps clients build better workplaces. In this role, the consultant serves as an active advisor and healthcare subject matter expert for a PEO client throughout the client lifecycle, supporting both new-client sales and client retention. The consultant manages an assigned territory and block of business, focuses on client satisfaction, and meets with the PEO client in person weekly at the client's office. The role involves researching and analyzing data to develop and enhance healthcare benefit offerings, recommending coverage strategies aligned with client business goals, and communicating market position, needs, and strategic direction. The consultant also trains and develops new PEO client staff, works independently toward territory, company, and client goals, and contributes to individual or corporate projects assigned by management. Success requires strong communication, collaboration, persistence, and the ability to work in a matrixed environment.

Requirements

Bachelor's degree and 3 years of related experience, or a high school diploma/GED and 8 years of related experience.
Required license; the specific license is not identified.
Excellent communication skills.
Ability to demonstrate patience, resiliency, and persistence while solving problems.
Ability to take a collaborative approach and thrive in a matrixed environment.

Nice To Haves

Excellent sales capabilities.
Outstanding verbal and written communication skills.
Experience in group healthcare sales and/or account management, with a background at group healthcare carriers and/or a brokerage house.
Experience working with a variety of benefit administrators.
Experience in the PEO industry.
Experience with a variety of market segments and funding types.

Responsibilities

Serve as an active consultant and healthcare subject matter expert on medical, dental, vision, and ancillary products throughout the PEO client lifecycle.
Support the sales team in winning new clients and the HR/Service team in retaining clients.
Manage an assigned territory with a focus on client satisfaction.
Attend weekly in-person client meetings at the PEO client's office.
Provide high levels of service when communicating with the PEO client and prospective and existing worksite employers.
Research and analyze data to develop and enhance prospect or client healthcare offerings.
Recommend coverage options and strategies for the PEO Health and Welfare Plan based on client business goals.
Manage the designated block of business in the assigned territory.
Train and develop new PEO client staff.
Assess and clearly communicate market position, needs, and strategic direction.
Work independently to accomplish territory, company, and client goals.
Work on individual or corporate projects assigned by the management team.