Employee Benefits Client Manager, Small Business

Gallagher•Latham, NY

About The Position

At Gallagher Benefit Services, you are a trusted partner to organizations navigating some of their most important people decisions. The company helps clients build better workplaces where people feel supported, empowered, and inspired to thrive. The work involves shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, creating meaningful change for businesses and the people who power them. Gallagher is described as a community of bold explorers, trusted experts, and compassionate partners, working side by side to solve problems and shape the future of work, where curiosity is encouraged, collaboration is second nature, and ideas have room to grow. The role is for individuals looking for a place where their contribution matters and where they can help build a better world of work.

Requirements

Bachelor's degree and 3 or more years client coordination and/or claims management experience, OR High School degree with 8 or more years client coordination and/or claims management experience.
License required.
Able and willing to travel approximately 25% of the time.

Responsibilities

Manage and nurture relationships of a high-volume book of business, particularly Small Business Clients with 10+ Full Time Equivalent (FTEs)
Lead the Benefits Renewal Lifecycle process, advising clients on optimizing their Employee Benefits Program
Utilize Gallagher’s suite of resources, including tools like Excel and PowerPoint, and established work products to enhance client deliverables efficiently
Identify opportunities to communicate or introduce comprehensive solutions involving additional Gallagher services or expertise like Retirement Planning, Voluntary Benefits, and HR Consulting
Conduct virtual client presentations as needed
Resolve client inquiries, concerns, or issues in a timely and professional manner, collaborating with internal teams as needed to ensure resolution.
Complete internal training and professional development to stay informed on insurance industry trends and challenges in Small Business Employee Benefits
Exemplify the highest ethical standards, promote ethical behavior, and uphold the Gallagher Way
Comply with Gallagher’s Professional Standards of Excellence and internal procedures
Maintain up-to-date records in Gallagher’s Document Management System (DMS) and Account Management Platform
Maintain positive relationships with Gallagher vendor partners and internal stakeholders
Maintain and prioritize tasks appropriately
Leverage internal team members and resources to manage client/vendor expectations and ensure timely delivery of requests for clients and vendor partners

Benefits

Competitive and comprehensive compensation package
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
And more...