RI Client Relations

Gallagher•Brookfield, WI

30d

About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview National Insurance Services provides active employee and retiree benefits, health insurance solutions, and full benefit consulting services that address your unique challenges and issues. We are a broker, administrator, and consultant all rolled into one. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. How you'll make an impact This position provides quality and timely customer service to the Retirement Income clients of National Insurance Services and technical and administrative support to the Account Representatives and Sales Representatives for the assigned region(s). This position will require attainment of Life & Health insurance license for each of the states in the assigned region.

Requirements

High School diploma/equivalent plus 1 year directly applicable experience.
Proficiency in Microsoft Office and basic math skills.
Appropriate licensing as required.

Nice To Haves

Associate's degree, professional certification, or equivalent training and experience preferred.
Previous experience managing client relationships.
Two years of experience in customer service, preferably in an employee benefits related capacity.
Ability to read and interpret plan language and effectively communicate policy language and intent to customers.
Demonstrated analytical skills. Must have a high aptitude for problem identification, investigation, and resolution.
Must possess a high level of positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers.
Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house.
Must have excellent command of the English language; oral and written. Moderate mathematical skills are required.
Attention to detail in interpreting, composing, and proofreading written materials.
Excels in a fast-paced environment with demonstrated ability to prioritize multiple, competing demands. Possesses excellent organizational skills.
Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements.
Ability to work and make decisions independently and within a team environment.
Consistent daily attendance and the ability to work overtime occasionally at last minute.
Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

Responsibilities

Upon the sale of a case, communicates with clients and Account Representative/Sales Representative to prepare plan documents and oversee successful implementation of the plan(s).
Handle all aspects of preparation, review, and distribution of plan documents.
Responsible for managing client FSA open enrollment process.
Reach out annually to clients via email to provide retirement information/videos.
Request and provide various reports to clients.
Effectively service assigned caseload through annual service calls. Proactively identify need for plan revisions through service calls.
Support Account Representatives and Sales Representatives by handling action items identified in service visits.
Respond to frequent client and participant inquiries, including questions regarding plan design, contributions, and reimbursements, via telephone and email.
Serve as a liaison between clients and our Third-Party Administrator.
Maintain and update all systems databases and client files per company guidelines.
Work on special projects as needed.
Collaborate with VP of Retirement Income to identify opportunities for process improvement or service enhancements.

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