Manager, Benefits Advisory

GallagherFairlawn, OH
Hybrid

About The Position

The Manager, Benefits Advisory is responsible for managing client accounts, identifying and executing on benefit strategies, and ensuring quality delivery of services to the client. This individual is also responsible for client retention.

Requirements

  • Solid technical knowledge and experience working with Excel, Word and PowerPoint
  • Develop conclusions from analyses; develop solutions to client issues/challenges, with guidance
  • Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress
  • Make clear and convincing oral presentations that demonstrate the understanding of the audience and the subject matter
  • Successfully tailor communications to the audience, as appropriate
  • Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience
  • Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity
  • Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment
  • Strong attention to detail
  • Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission-based work
  • Able to work effectively with ambiguity
  • Flexible, adaptable, and able to work under tight deadlines or changing needs
  • Have exceptional collaboration skills and behaviors
  • Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas
  • Communicate openly with team members
  • Exceptional client service orientation
  • Highly motivated and a self-starter.
  • Strong client service skills, excellent written and verbal communication skills, strong interpersonal and problem-solving skills, and be detail oriented.
  • Able to manage time-sensitive projects and multiple priorities.
  • Bachelor’s degree or commensurate experience
  • Prior experience with benefit plans, ERISA and/or healthcare required.
  • Minimum of 5-7 years working in a benefits or similar capacity
  • Experience includes account management, identifying benefit strategies, leading and managing in a team-based environment, and managing relationships with various partners in the benefits industry.

Nice To Haves

  • Preference will be given to individuals who have completed the CEBS (Certified Employee Benefits Specialist) or have obtained their life and health insurance license.

Responsibilities

  • Collaborate with senior benefits consultants in the development, communication, and deployment of benefits-related solutions, and with other client team members in the development of integrated deliverables.
  • Use benefits subject matter expertise and understanding of practice solutions to identify opportunities to provide additional value to clients.
  • Prepare and monitor the success of project plans, effectively keeping client team members apprised of project status and introducing appropriate interventions or activities to keep the timeline, quality, and deliverables on track.
  • Participate in client meetings as requested and anticipate client needs and questions

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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