Senior Retirement Plan Consultant

Gallagher • Atlanta, GA

5d • Hybrid

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.

Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of moderate to high complexity. Builds, expands, and solidifies relationships with existing clients at all levels within the company.
Has retention goals for assigned group of accounts. Assess and prioritizes client needs in a timely manner. Identifies and helps clients to focus on their most critical needs. Sets and communicates clear and realistic expectations. Reviews/approves all key client deliverables.
Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process.
Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements.
Contributes to the development of functional strategy. Leads project teams to achieve milestones and objectives. May supervise day-to-day work of junior level employees, but does not typically have formal management role.

Requirements

• Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience
• 5 years related experience in professional services businesses
• Excellent oral, written communication, organizational skills, negotiation and time management skills
• Experience in defined contribution plan design, governance, compliance, and administration
• Working knowledge of Microsoft Office Suite
• Travel required (25%)

Nice To Haves

• Master's degree or professional certification preferred
• Use of sound judgment of all client interactions
• Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities
• Ability to work under the pressure of deadlines
• High degree of business technology awareness and its applications to workplace efficiencies
• Ability to manage multiple priorities and deadlines
• Effectively handle large, long-term projects as well as manage the details associated with everyday tasks

Responsibilities

• Providing consulting services to assigned client accounts
• Responsible for the day-to-day account management for accounts of moderate to high complexity
• Builds, expands, and solidifies relationships with existing clients at all levels within the company
• Has retention goals for assigned group of accounts
• Assesses and prioritizes client needs in a timely manner
• Identifies and helps clients to focus on their most critical needs
• Sets and communicates clear and realistic expectations
• Reviews/approves all key client deliverables
• Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process
• Anticipates internal and/or external business challenges and/or regulatory issues
• Recommends process, product or service improvements
• Contributes to the development of functional strategy
• Leads project teams to achieve milestones and objectives
• May supervise day-to-day work of junior level employees

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior