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Client Service Manager II - Employee Benefits

Company: Gallagher
Location: Walnut Creek
Posted on: September 9, 2021

Job Description:

Gallagher is a global leader in insurance, risk management and consulting services. We are one of the world's largest brokers providing a full range of retail and wholesale P/C brokerage, employee benefit brokerage, consulting and actuarial services in the US.
Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co., is one of the leading employee benefits brokers and consultants in the U.S. It delivers a full range of employee benefits services and consulting, as well as human resource services.

Position Summary:

The Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts.

Key Responsibilities:

  • Communicate resources available within Gallagher to fill white space needs (Pharmacy Practice, Retirement, GGB, HR Consulting, Voluntary Benefits, etc.)
  • Responsible for Client Service Cycle with guidance as necessary from Client Executive(s) and Senior Client Executive(s)
  • Manages accounts with varying funding types and provide support on more complex self-funded accounts
  • Maintains account responsibility and is a strategic relationship manager and client liaison
  • Accountable for 95% retention for an assigned group of clients
  • Provide guidance, training and mentorship to new hires, account management, team resources, and anyone that needs assistance
  • Work closely with account management and resources to prioritize workflow, ensure accountability and follow-through
  • Address and resolve internal and external challenges with guidance as necessary
  • Keep clients well-informed of compliance related issues
  • Identify client needs, provide solutions while leading and managing strategic objectives for accounts and assist on more complex accounts
  • Work with account management team to ensure compliance with local and corporate standards
  • Develop, cultivate and maintain positive relationships within the branch, with clients and with vendor partners
  • Leverage Gallagher resources, available tools, established work products, maximize efficiency and effectiveness in client deliverables
  • Manage client and vendor expectations to ensure timely delivery of requests
  • Maintain up-to-date records in internal Document Management System (DMS)
  • Comply with Gallagher's processes, BOSS standards and office initiatives
  • Complete training and professional development to gain understanding of the insurance industry and GBS processes
  • Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way
  • Bachelor's degree with 3+ years in employe benefits client service OR High School degree/GED with 5+ years client service
  • L&H license

Work Traits:
  • Proficient in using technology as a tool to maximize productivity and quality.
  • Strong written and verbal communication skills.
  • Comfortably engages others in consultative discussion.
  • Effectively manages/balances multiple and sometimes competing priorities.
  • Works in a self-directed manner.

U.S. Eligibility Requirements:
  • Apply online to be considered
  • 18 years of age or older
  • Any offer of employment is conditioned upon the successful completion of a background investigation
  • Unrestricted work authorization to work in the United States is required. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization
  • Willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified persons with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Additional Information

Keywords: Gallagher, Walnut Creek , Client Service Manager II - Employee Benefits, Other , Walnut Creek, California

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