Introduction
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics provide a comprehensive overview of the risk landscape at your fingertips. Here, you’re not just improving clients’ risk profiles; you’re building trust. Overview
Under the supervision of the Full Benefits Consulting Service Supervisor, this position provides quality and timely customer service to Full Benefit Consulting clients of National Insurance Services and technical and administrative support to the account managers and consultants for the assigned region(s). The position requires attainment of a Life & Health insurance license for each state in the assigned region within 60 days. It is open to applicants in WI (Brookfield area) and MN (Eden Prairie area). How You'll Make An Impact
Support the account manager in the co‑management of an assigned book of business, focusing on execution, coordination, and day‑to‑day client service. Process policy changes, assist with RFPs and open enrollments, respond to client inquiries via phone/email, and produce coverage/rate comparisons. Educate clients and members on benefits programs and provide documentation and guidance on group medical, dental, vision, life, disability, and FSA programs. Build, cultivate, and maintain strong client, vendor, and carrier relationships to enhance retention and support growth through account rounding and referrals. Coordinate with vendors and carriers on renewals and bids for health, life, dental, vision, and disability coverage, including gathering updated information, conducting rate comparisons, and ordering necessary documents. Handle review and distribution of plan documents, certificates, and amendments. Participate in client onboarding meetings for new Full Benefit Consulting (FBC) clients, support implementation, and annual best practice calls. Assist in preparing open enrollment materials and presentations. Support account strategy and execution by initiating policy language updates and negotiating rate impacts. Support implementation and renewal of third‑party benefit admin systems as requested by clients. Document, maintain, and update all systems databases and customer files per company guidelines. Identify opportunities for process improvements or service enhancements. Promote teamwork, knowledge sharing, a positive attitude, and commitment to internal/external performance standards. About You
Required:
High school diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office, basic math skills, and appropriate licensing as required. Preferred:
Associate’s degree, professional certification, or equivalent training and experience. Previous experience managing client relationships. Two years experience in customer service, preferably in an employee benefits capacity. Minimum two years post secondary education or equivalent experience. Proven experience working with medical insurance plans preferred. Ability to read and interpret insurance policy language and communicate policy intent to customers. Demonstrated analytical and problem‑identification skills. High level of positive interpersonal and negotiation skills. Proficient in Word, Excel, Outlook, and Adobe Acrobat. Excellent command of the English language; oral and written. Moderate mathematical skills required. Attention to detail in interpreting, composing, and proofreading written materials. Exceeds in a fast‑paced environment with demonstrated ability to prioritize multiple demands. Independent decision maker within a team environment. Compensation and Benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. On top of a competitive salary, we also offer a wide range of benefits. Minimum Core Benefits
Medical, dental, and vision plans 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
Digital mental health services (Talkspace). Flexible work hours (availability varies by office and job function). Training programs. Gallagher Thrive program – wellness workshops and digital fitness programs. Charitable matching gift program. And more. We Value Inclusion and Diversity
Gallagher embraces the diverse identities, experiences, and talents of our employees, allowing us to better serve our clients and communities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination. Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. 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.
#J-18808-Ljbffr
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics provide a comprehensive overview of the risk landscape at your fingertips. Here, you’re not just improving clients’ risk profiles; you’re building trust. Overview
Under the supervision of the Full Benefits Consulting Service Supervisor, this position provides quality and timely customer service to Full Benefit Consulting clients of National Insurance Services and technical and administrative support to the account managers and consultants for the assigned region(s). The position requires attainment of a Life & Health insurance license for each state in the assigned region within 60 days. It is open to applicants in WI (Brookfield area) and MN (Eden Prairie area). How You'll Make An Impact
Support the account manager in the co‑management of an assigned book of business, focusing on execution, coordination, and day‑to‑day client service. Process policy changes, assist with RFPs and open enrollments, respond to client inquiries via phone/email, and produce coverage/rate comparisons. Educate clients and members on benefits programs and provide documentation and guidance on group medical, dental, vision, life, disability, and FSA programs. Build, cultivate, and maintain strong client, vendor, and carrier relationships to enhance retention and support growth through account rounding and referrals. Coordinate with vendors and carriers on renewals and bids for health, life, dental, vision, and disability coverage, including gathering updated information, conducting rate comparisons, and ordering necessary documents. Handle review and distribution of plan documents, certificates, and amendments. Participate in client onboarding meetings for new Full Benefit Consulting (FBC) clients, support implementation, and annual best practice calls. Assist in preparing open enrollment materials and presentations. Support account strategy and execution by initiating policy language updates and negotiating rate impacts. Support implementation and renewal of third‑party benefit admin systems as requested by clients. Document, maintain, and update all systems databases and customer files per company guidelines. Identify opportunities for process improvements or service enhancements. Promote teamwork, knowledge sharing, a positive attitude, and commitment to internal/external performance standards. About You
Required:
High school diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office, basic math skills, and appropriate licensing as required. Preferred:
Associate’s degree, professional certification, or equivalent training and experience. Previous experience managing client relationships. Two years experience in customer service, preferably in an employee benefits capacity. Minimum two years post secondary education or equivalent experience. Proven experience working with medical insurance plans preferred. Ability to read and interpret insurance policy language and communicate policy intent to customers. Demonstrated analytical and problem‑identification skills. High level of positive interpersonal and negotiation skills. Proficient in Word, Excel, Outlook, and Adobe Acrobat. Excellent command of the English language; oral and written. Moderate mathematical skills required. Attention to detail in interpreting, composing, and proofreading written materials. Exceeds in a fast‑paced environment with demonstrated ability to prioritize multiple demands. Independent decision maker within a team environment. Compensation and Benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. On top of a competitive salary, we also offer a wide range of benefits. Minimum Core Benefits
Medical, dental, and vision plans 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
Digital mental health services (Talkspace). Flexible work hours (availability varies by office and job function). Training programs. Gallagher Thrive program – wellness workshops and digital fitness programs. Charitable matching gift program. And more. We Value Inclusion and Diversity
Gallagher embraces the diverse identities, experiences, and talents of our employees, allowing us to better serve our clients and communities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination. Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. 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.
#J-18808-Ljbffr