Gallagher · 16 hours ago
Relationship Manager
Farmington, UT
Full-time
Hybrid
Senior Level
5+ years expGallagher Benefit Services is a trusted partner for organizations navigating important people decisions, focusing on building better workplaces. The Relationship Manager will manage and nurture client relationships, ensuring tailored retirement benefits and life insurance solutions while driving client satisfaction.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Serve as the primary point of contact for assigned clients, ensuring their needs are met and exceeded
Build and maintain strong, long-term relationships with clients, including C-suite executives and decision-makers
Conduct regular client meetings (in-person and virtual) to review plan performance, address concerns, and provide strategic guidance
Proactively identify opportunities to enhance client satisfaction and deliver value-added services
Oversee the implementation and ongoing administration of executive benefit plans, ensuring compliance with legal and regulatory requirements
Collaborate with internal teams to ensure accurate and timely delivery of plan documents, reports, and other materials
Monitor plan performance and provide clients with regular updates and recommendations for improvement
Partner with clients to understand their business goals and develop tailored retirement benefit strategies that align with their objectives
Provide insights on industry trends, regulatory changes, and best practices in executive retirement planning
Identify opportunities to expand client relationships by introducing additional products and services
Work closely with internal teams, including actuarial, compliance, marketing, and sales, to deliver seamless client service
Collaborate with the marketing team to prepare for client events, conferences, and other engagements
Contribute to the development of promotional materials and thought leadership content related to executive retirement benefits
Identify and refer new business opportunities to the sales team, leveraging existing client relationships and industry networks
Represent the company at industry conferences, meetings, and events to build brand awareness and establish new connections
Travel as needed (up to 50-70%) to meet with clients, attend conferences, and support business development efforts
Be willing to work extended hours to meet client deadlines and business needs
Perform additional duties and responsibilities as assigned to support the team and organization
Qualification
Required
Bachelor's degree and 5 years related experience required
Strong understanding of executive retirement plans
Strong knowledge of executive retirement plans, including non-qualified deferred compensation plans, SERPs, and other specialized benefit programs
Excellent communication, presentation, and interpersonal skills, with the ability to engage effectively with senior executives
Proven ability to manage multiple clients and priorities in a fast-paced environment
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Strong analytical and problem-solving skills, with a client-focused mindset
Ability to travel extensively and work flexible hours as needed
Preferred
Minimum five (5) years related experience, or equivalent combination of education and experience in relationship management, retirement benefits, or a related field, with a focus on executive or non-qualified plans
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.
10001+ employees
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
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase