Health & Benefits Consultant

Gallagher•Brentwood, TN

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. In conjunction with the Health & Benefits Producer, ensure, oversee and drive delivery of exceptional service to Gallagher’s more complex upper-mid, large and jumbo clients and guide the service team through client strategy execution and champion Branch initiatives and priorities. Ultimately the Client Service Consultant is responsible for ensuring the execution of every aspect of service for a client and will assist the rest of the service team with any service-related tasks to guarantee success.

Requirements

Bachelor's degree with 7+ years client service and/or claims management experience.
Must hold appropriate licensing as required and be able to travel up to 50% of the time.
Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
Previous experience in managing client relationships essential.
Must possess strong written and verbal communication skills.

Responsibilities

Maintain 98% retention
Primary point of contact for Executive level/Corporate contacts in conjunction with Producer
Secondary point of contact (behind CM and CA) for day-to-day issues
Interprets client needs and provides direction to the account management team and shared resources to manage workflow, ensure follow-through and delivery of projects and tasks
Maintain a comprehensive understanding of client’s needs, and in partnership with the producer, ensure the presentation of appropriate coverage solutions that support and enhance the client’s culture, values, and mission
With support from the client service team, curate content and solutions for all key client meetings
Effectively communicate the content of financial reports to clients and/or facilitate touchpoints with HCA when appropriate
Convey implication of financial performance of plan anomalies and provide solutions to address areas of concern
Regularly review client data to analyze trends, identify issues and deliver appropriate solutions, including plan design modeling, funding solutions, networks, contract issues, etc.
Proactively provide clients with insight and advise them on health and welfare issues and trends
Identifies and ensures internal and external client groups are well-informed of current and upcoming compliance and employee benefits-related issues and trends
Communicate current or potential client issues with the producer, and collaborate with the sales and service team to identify and implement solutions
Collaborate with the service team and provides oversight and direction on RFP, vendor vetting, and presentation strategy
Engage with the producer throughout the year to discuss strategic goals and direction for each client and coordinate with Service Team to ensure that commitments and service milestones are being met
Work with the Producer prior to milestone meetings
Pre-Renewal and Renewal) to develop strategic direction and flow of presentations
Communicate the strategic direction to both the service and project team members assigned to the client, oversee the development of the presentation, and provide a final review of the presentation prior to submitting it to the Producer
Attend all client meetings and prospect meetings as needed to support the Producer
Connect opportunities within the broader Enterprise
Active participation in client meetings to determine various needs
Facilitate conversations based on the current business landscape with clients that show we understand their challenges and are prepared with potential solutions
Review the book of business throughout the year to identify white space opportunities and formulate a plan on how to accomplish introducing and implementing a solution(s)
Establish strong connections and relationships with our vendor partners at multiple levels throughout their organizations
Understand each of their value propositions, product offerings, etc. in order to better assist our clients to inform strategic direction
Establish a regular meeting cadence with both service and project team CMs and CAs to go through issues that warrant Service Consultant involvement and to ensure all deadlines are being met or changes in deadlines are being communicated to the client
Provide guidance to CMs and CAs on various avenues for resolution, without being in the middle
Serve as a high-level contact for both the client and service team members
Support positions that might be considered unpopular to do what is right for the client, Gallagher and employees
Work closely with CSLs to identify knowledge gaps or learning opportunities
Provide coaching and training on an as-needed basis
Delegate decision-making and problem-solving responsibilities to team members while maintaining appropriate oversight
Be an active participant in meetings by sharing carrier updates, client-specific knowledge and deliverables needed, etc.

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