Client Executive

Gallagher Latham, NY $87,000 - $169,500
Full Time Mid Level 5+ years

Posted 4 weeks ago

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About This Role

Serve as a strategic relationship manager and client liaison, leading complex self-funded accounts and ensuring exceptional service delivery. Maintain direct account responsibility, manage annual strategy, and share market expertise to build strong client relationships.

Responsibilities

  • Lead complex self-funded accounts as the strategic relationship manager and client liaison
  • Maintain direct account responsibility and recognize/provide solutions for client needs while managing annual strategy
  • Share market expertise with clients and keep them informed of compliance related issues
  • Cross-solve with clients to communicate available Gallagher resources not currently provided
  • Champion Gallagher resources and tools to maximize efficiency in managing client deliverables
  • Support the employee benefits Client Service Cycle to ensure a seamless renewal process
  • Guide, develop, and mentor new hires, account management, and team resources
  • Prioritize workflow and ensure accountability in internal and external partnerships, aligning with account management for compliance
  • Complete internal professional development programs to understand the insurance industry and GBS processes
  • Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way

Requirements

  • 5+ years client service and/or claims management experience (with Bachelor's)
  • Life & Health license
  • Proficiency in Microsoft office applications
  • Proficiency in using technology as a tool
  • Previous experience in managing client relationships
  • Strong written and verbal communication skills
  • Strong communication skills
  • High level of professionalism
  • Ability to take action to influence events, achieve team goals, and retain clients
  • Adaptability and composure in a multi-priority environment

Qualifications

  • Bachelor's degree OR High School degree/GED
  • 5+ years client service and/or claims management experience with a Bachelor's degree, or 10+ years with a High School degree/GED

Nice to Have

  • Desire to build knowledge of Gallagher tools, systems and shared resources
  • Innovative mindset

Skills

Microsoft Office *

* Required skills

Benefits

Life Insurance
Accident insurance
Vision plans
Charitable matching gift program
Gallagher Thrive program
401(k)
Paid parental leave
Dental plans
Educational expense reimbursement
Digital mental health services (Talkspace)
Training Programs
Flexible work hours
Medical plans
Roth options
Tax-advantaged accounts (HSA, FSA)

About Gallagher

Gallagher helps clients face risk with confidence by providing a client-centric suite of consulting tools, advanced data and analytics, and a culture of teamwork and integrity.

Finance
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