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 Representative works closely with Area Vice Presidents and Benefit Consultants to support effective employee benefit strategies and programs for assigned clients. The Client Representative is responsible for the day-to-day account management for routine/moderately complex client accounts and supports the Benefit Consultant and Area Vice President on an assigned book of business. Serving as the primary internal point of contact for all day-to-day service requirements, the Client Representative will work closely with assigned clients to form effective business relationships through proactive client service, assisting clients with day-to-day employee benefit administration support.
How you'll make an impact
Performance Objectives
- Act as primary contact for all day-to-day service issues and other inquiries for all assigned clients; act as liaison between client and vendors to resolve issues and identify process improvement opportunities.
- Assist with creation of client deliverables and preparing for delivery for client meetings.
- Assist the client service team members to effectively on-board new GBS clients.
- Develop and manage strong business relationships with assigned clients in conjunction with GBS Consultant through in-person visits and phone contact at multiple levels within client organization.
- Support delivery of client service plan with corresponding activities and deliverables.
- Review carrier reports, benefit plan structures, plan design and industry trends.
- May be prepared to handle market Requests for Proposals (RFPs), prepare client renewal exhibits in conjunction with Benefit Consultant.
- Assist clients in developing employee communication strategies & materials. Be prepared to create and deliver employee communication through technology tools, benefit summaries, webinars, open enrollment meetings and other methods as required and appropriate.
- Provide compliance support for clients on a variety of Health & Welfare compliance areas such as: PPACA, COBRA, FMLA, HIPAA etc.
- Review all new and renewal policies, summary plan descriptions (SPDs) and plan amendments for accuracy (using required procedures) prior to delivery
- Adherence to internal mandatory compliance standards
- Ability & willingness to travel to clients 10% of the time
Leadership, team participation and self-development:
- Establish and maintain solid working relationships with GBS associates
- Provide technical support to GBS Consultants and Employee Benefits staff, and work as a team to effectively cross-train client assignments and workflow
- Demonstrate initiative to continue growing personally and professionally as our industry changes
- Solutions focused approach for addressing and resolving internal and external challenges
- Attend available training classes, including established webinars and local seminars
- Participate in industry related educational and product information seminars and courses
- Attendance required at regular department meetings
About You
Required: High School Diploma/GED and 1+ years of related experience.
Preferred: Appropriate license
Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks
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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.