Client Executive

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

The Client Executive's goal is to ensure delivery of exceptional service to Gallagher’s clients by championing Branch initiatives and priorities, proactively managing
complex accounts and mentoring team members

How you'll make an impact

Communicate resources available within Gallagher to fill white space needs (Pharmacy Practice, Retirement, GGB, HR
Consulting, Voluntary Benefits, etc.)
Responsible for Client Service Cycle
Independently manage accounts increasing in complexity and funding type based on experience
Maintains direct account responsibility and is a strategic relationship manager and client liaison
Accountable for 95% retention on 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
Independently address and resolve internal and external challenges
Keep clients well-informed of compliance related issues
Identify client needs, provide solutions while leading and managing strategic objectives for clients
Work with account management team to ensure compliance with local Gallagher office 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 and advanced knowledge, maximize efficiency and
effectiveness in client deliverables
Manage client and vendor expectations to ensure timely delivery of requests
Drive and foster innovation; don’t be satisfied with the status quo! Generate new and practical ideas, always look to improve
current processes and procedures
Maintain up-to-date records in Document Management System (DMS) and Gallagher’s Client Management System (Benefit
Point
Comply with Gallagher’s processes, BOSS standards and office initiatives
Complete training and professional development to gain understanding of the insurance industry and Gallagher Benefit Services processes
Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way

About You

Required :
Bachelor's degree with 5+ years client service and/or claims management experience
–OR–
High School degree/GED with 10+ years client service and/or claims management experience.
Must hold appropriate licensing as required and be able to travel up to 25% 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.
Preferred :
Broker/Consulting experience
Insurance knowledge
Solid financial acumen
Behaviors/Work Traits :
Excellent verbal and written communication
Feels comfortable in giving and receiving constructive feedback
Develops professional relationships with internal and external stakeholders
Trains and develops lower-level staff, manages and assigns work, meets deadlines, works collaboratively as well as
independently
Supervises the sale of products/services by enhancing sales or services to prospects and existing accounts
Has an enhanced understanding of general business and financial concepts
Constantly seeks to improve personal efficiency and productivity
Clarifies priorities/requests and follows through on commitments
Proactively takes on additional responsibilities in support of the team
Oversees Client Service Cycle and renewal process
Accountable for compliance of GBS standards
Trains more junior staff on established policies, practices, products and services
Actively seeks to develop and enhance professional skills
Demonstrates composure, stamina and resilience under pressure
Builds knowledge of Gallagher tools, systems and shared resources
Is willing to go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher
Accountable for managing client relationship by serving as a strategic relationship partner and client liaison
Is able to adapt quickly to a variety of circumstances, and change approach when necessary
#LI-MB1

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the

minimum core benefits

you’ll get, depending on your job level these benefits may improve:
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
Other benefits include:
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
And more...
We value inclusion and diversity
Click Here

to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
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 person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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