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Client Executive
Gallagher Houston, TX
Apply
$146k-192k (estimate)
Full Time 3 Days Ago
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Gallagher is Hiring a Client Executive Near Houston, TX

Introduction :

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 youre close but not an exact match, we encourage you to apply.

Overview :

The Client Executive's goal is to ensure delivery of exceptional service to Gallaghers clients by championing Branch initiatives and priorities, proactively managing complex accounts and mentoring team members

How you'll make an impact :
  • 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; dont be satisfied with the status quo! Generate new and practical ideas, always look to improvecurrent processes and procedures
  • Maintain up-to-date records in Document Management System (DMS) and Gallaghers Client Management System (Benefit Point
  • Comply with Gallaghers processes, BOSS standards and office initiatives
  • Complete training and professional development to gain understanding of the insurance industry and Gallagher Benefit Services 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 appropriate licensing as required 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.

Preferred :

  • Broker/Consulting experience
  • Insurance knowledge
  • Solid financial acumen

Behaviors/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 more junior staff on established policies, practices, products and services
  • Actively seeks to develop and enhance professional skills
  • Demonstrates composure, stamina and resilience under pressure
  • Builds knowledge of Gallagher tools, systems and shared resources
  • Is willing to go the Extra Mile to achieve results that benefit the client, the Branch and Gallagher
  • Accountable for managing client relationship by serving as a strategic relationship partner and client liaison
  • Is able to adapt quickly to a variety of circumstances, and change approach when necessary

#LI-MB1

Compensation and benefits :

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 youll 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 its 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.

Job Summary

JOB TYPE

Full Time

SALARY

$146k-192k (estimate)

POST DATE

06/29/2024

EXPIRATION DATE

07/15/2024

WEBSITE

gallaghercorp.com

HEADQUARTERS

GURNEE, IL

SIZE

200 - 500

FOUNDED

1965

TYPE

Private

CEO

MARY GALLAGHER

REVENUE

$10M - $50M

INDUSTRY

Durable Manufacturing

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If you are interested in becoming a Client Executive, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Executive for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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