Account Manager (Benefits)

Overview
The Manager, Benefits Advisory is responsible for managing client accounts, identifying and executing on benefit strategies, and ensuring quality delivery of services to the client. This individual is also responsible for client retention.

How You’ll Make An Impact
Responsibilities

Collaborate with senior benefits consultants in the development, communication, and deployment of benefits-related solutions, and with other client team members in the development of integrated deliverables.

Use benefits subject matter expertise and understanding of practice solutions to identify opportunities to provide additional value to clients.

Prepare and monitor the success of project plans, effectively keeping client team members apprised of project status and introducing appropriate interventions or activities to keep the timeline, quality, and deliverables on track.

Participate in client meetings as requested and anticipate client needs and questions.

Knowledge

Solid technical knowledge and experience working with Excel, Word and PowerPoint.

Develop conclusions from analyses; develop solutions to client issues/challenges with guidance.

Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress.

Make clear and convincing oral presentations that demonstrate understanding of the audience and the subject matter.

Successfully tailor communications to the audience, as appropriate.

Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience.

Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity.

Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment.

Strong attention to detail.

Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission‑based work.

Able to work effectively with ambiguity.

Flexible, adaptable, and able to work under tight deadlines or changing needs.

Have exceptional collaboration skills and behaviors.

Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas.

Communicate openly with team members.

Exceptional client service orientation.

About You
This Performance Manager must be highly motivated and a self‑starter. This individual needs to possess strong client service skills, excellent written and verbal communication skills, strong interpersonal and problem‑solving skills, and be detail oriented. The individual must be able to manage time‑sensitive projects and multiple priorities. To perform the position, an individual must be able to satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education & Experience

Bachelor’s degree or commensurate experience.

Prior experience with benefit plans, ERISA and/or healthcare required.

Minimum of 5-7 years working in a benefits or similar capacity.

Experience includes account management, identifying benefit strategies, leading and managing in a team‑based environment, and managing relationships with various partners in the benefits industry.

Certifications
Preference will be given to individuals who have completed the CEBS (Certified Employee Benefits Specialist) or have obtained their life and health insurance license.

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. The actual compensation will be influenced by a wide range of factors including, but not limited to, previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, we also offer a wide range of benefits.

Minimum Core Benefits

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

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…

Equal Employment Opportunity
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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