Service Consultant - Gallagher

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.

In conjunction with the Health & Benefits Producer, ensure, oversee and drive delivery of exceptional service to Gallagher’s more complex upper-mid, large and jumbo clients and guide the service team through client strategy execution and champion Branch initiatives and priorities. Ultimately the Client Service Consultant is responsible for ensuring the execution of every aspect of service for a client and will assist the rest of the service team with any service-related tasks to guarantee success.

Relationship Manager and Retention:
• Maintain 98% retention
• Primary point of contact for Executive level/Corporate contacts in conjunction with Producer
• Secondary point of contact (behind CM and CA) for day-to-day issues

Strategic Consulting:
• Interprets client needs and provides direction to the account management team and shared resources to manage workflow, ensure follow-through and delivery of projects and tasks
• Maintain a comprehensive understanding of client’s needs, and in partnership with the producer, ensure the presentation of appropriate coverage solutions that support and enhance the client’s culture, values, and mission
• With support from the client service team, curate content and solutions for all key client meetings
• Effectively communicate the content of financial reports to clients and/or facilitate touchpoints with HCA when appropriate
• Convey implication of financial performance of plan anomalies and provide solutions to address areas of concern
• Regularly review client data to analyze trends, identify issues and deliver appropriate solutions, including plan design modeling, funding solutions, networks, contract issues, etc.
• Proactively provide clients with insight and advise them on health and welfare issues and trends
• Identifies and ensures internal and external client groups are well-informed of current and upcoming compliance and employee benefits-related issues and trends
• Communicate current or potential client issues with the producer, and collaborate with the sales and service team to identify and implement solutions
• Collaborate with the service team and provides oversight and direction on RFP, vendor vetting, and presentation strategy

Producer /Consultant Partnership:
• Engage with the producer throughout the year to discuss strategic goals and direction for each client and coordinate with Service Team to ensure that commitments and service milestones are being met
• Work with the Producer prior to milestone meetings
• Pre-Renewal and Renewal) to develop strategic direction and flow of presentations
• Communicate the strategic direction to both the service and project team members assigned to the client, oversee the development of the presentation, and provide a final review of the presentation prior to submitting it to the Producer 
• Attend all client meetings and prospect meetings as needed to support the Producer

Practice Area Involvement:
• Connect opportunities within the broader Enterprise
• Active participation in client meetings to determine various needs
• Facilitate conversations based on the current business landscape with clients that show we understand their challenges and are prepared with potential solutions
• Review the book of business throughout the year to identify white space opportunities and formulate a plan on how to accomplish introducing and implementing a solution(s)

Carrier and Vendor Partner Relationships:
• Establish strong connections and relationships with our vendor partners at multiple levels throughout their organizations
• Understand each of their value propositions, product offerings, etc. in order to better assist our clients to inform strategic direction

Assist with high-level issues:
• Establish a regular meeting cadence with both service and project team CMs and CAs to go through issues that warrant Service Consultant involvement and to ensure all deadlines are being met or changes in deadlines are being communicated to the client
• Provide guidance to CMs and CAs on various avenues for resolution, without being in the middle
• Serve as a high-level contact for both the client and service team members
• Support positions that might be considered unpopular to do what is right for the client, Gallagher and employees

Team Education:
• Work closely with CSLs to identify knowledge gaps or learning opportunities
• Provide coaching and training on an as-needed basis
• Delegate decision-making and problem-solving responsibilities to team members while maintaining appropriate oversight
• Be an active participant in meetings by sharing carrier updates, client-specific knowledge and deliverables needed, etc.

Bachelor's degree with 7+ years of client service and/or claims management experience. Must hold a Life/Health Insurance license and be able to travel up to 50% of the time. Proficiency is necessary in Microsoft Office applications and in using technology as a tool to maximize productivity and quality. Previous experience in managing client relationships is essential. Must possess strong written and verbal communication skills.

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.