Arthur J Gallagher Risk Management Services, Inc
Location
Glendale, CA | United States
Job description
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.
IntroductionIn conjunction with the Health & Benefits Producer, ensure, oversee and drive delivery of outstanding service to Gallagher's more sophisticated upper-mid, large and jumbo clients and guide the service team through client strategy execution and champion Branch initiatives and priorities. Ultimately the 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!
How you'll make an impactThe Service Consultant is accountable for growing existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts of moderate to high complexity. This role directly contributes to key business outcomes such as revenue growth, client retention, client happiness, improving AJG's value to our clients and prospects, achieving operating/margin targets and encouraging a culture of performance and continuous improvement!
Responsibilities:
• 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 improve 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 (Strat Planning/Stewardship,
• 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 (the
goal is to have the presentation 99% complete prior to producer involvement)
• 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 Client Manager's and Client Associate's 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 Client Service Leader's 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.
Required: Bachelor's degree with 7+ years 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 necessary in Microsoft office applications and in using technology as a tool to maximize efficiency and quality. Previous experience in managing client relationships crucial. Must possess strong written and verbal communication skills.
Preferred: Insurance knowledge, Life & Health experience preferred, as well as solid financial acumen Behaviors: Is willing to go the Extra Mile to achieve results that benefit the client, the Branch and Gallagher. Ability to develop professional relationships with internal and external partners. Demonstrates composure, stamina and resilience under pressure. Ability to work collaboratively within a team as well as independently.#LI-PF1
Additional informationWe offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
At Arthur J. Gallagher, we fiercely protect our culture. Without it, we are just another company. Every day we live by, "The Gallagher Way", 25 business tenets from which we draw our strength. A multi-national, multi-billion dollar insurance brokerage and risk management services firm, our employees are fueled by teamwork, creativity, responsiveness and doing the right thing simply because it's the right thing.
Job tags
Salary
