Gallagher · 1 day ago
Client Service Manager II, Employee Benefits
Gallagher Benefit Services is a trusted partner for organizations navigating important people decisions. The Client Service Manager II will support the Employee Benefits department by managing client insurance programs, providing comprehensive client support, and mentoring team members to contribute to the growth of the business.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Lead meetings with clients, including meetings at client locations
Responsible for providing comprehensive client support and act as main client contact for book of business. Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications
Effectively manage difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details
Support in client retention by maintaining a positive relationship and image with clients
Prepare for and lead open enrollment meetings
Review and support in enrollment, benchmarking, financial and utilization data based on financial review standards
Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and directed by
Own all audit, review and claims processes for assigned book of business
Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation
Support maintenance of agency management system, communication system, and other tools
Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed
Fluent in the client’s industry and current events that can modify the coverages needed
Review changes in carrier offerings and policies and relay information to the larger service team
Provide clients with tailored EB programs and review methods of handling risks. Identifiy and explain gaps in program. Work with the producer to write new business
Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary
Other duties as assigned
Qualification
Required
Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience
Health and Life Insurance License
Proficiency in Microsoft Office
Previous insurance knowledge and experience managing client relationships
Solid financial acumen
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
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...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase