Client Executive

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.
How you'll make an impact
Position Summary: Ensure delivery of exceptional service to Gallagher's clients by championing Branch initiatives and priorities, proactively managing complex accounts and mentoring team members.
The Client Service Executive's primary areas of focus are:
• 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 GBS 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 a Producer's license 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.

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 lower level staff on established policies, practices, products and services
• Actively seeks to develop and enhance professional skills
• Demonstrates composure, stamina and resilience under pressure
#LI-MB1
Additional information
Click Here to review our U.S. Eligibility Requirements
We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.