Gallagher · 1 day ago
RI Client Relations
Brookfield, WI
Full-time
Onsite
Entry Level
1+ years expGallagher is a global leader in insurance, risk management, and consulting, dedicated to helping clients face risk with confidence. The RI Client Relations position provides quality customer service and support to Retirement Income clients, ensuring effective communication and implementation of benefit plans.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Upon the sale of a case, communicates with clients and Account Representative/Sales Representative to prepare plan documents and oversee successful implementation of the plan(s)
Handle all aspects of preparation, review, and distribution of plan documents
Responsible for managing client FSA open enrollment process
Reach out annually to clients via email to provide retirement information/videos
Request and provide various reports to clients
Effectively service assigned caseload through annual service calls. Proactively identify need for plan revisions through service calls
Support Account Representatives and Sales Representatives by handling action items identified in service visits
Respond to frequent client and participant inquiries, including questions regarding plan design, contributions, and reimbursements, via telephone and email
Serve as a liaison between clients and our Third-Party Administrator
Maintain and update all systems databases and client files per company guidelines
Work on special projects as needed
Collaborate with VP of Retirement Income to identify opportunities for process improvement or service enhancements
Qualification
Required
High School diploma/equivalent plus 1 year directly applicable experience
Proficiency in Microsoft Office and basic math skills
Appropriate licensing as required
Preferred
Associate's degree, professional certification, or equivalent training and experience preferred
Previous experience managing client relationships
Two years of experience in customer service, preferably in an employee benefits related capacity
Ability to read and interpret plan language and effectively communicate policy language and intent to customers
Demonstrated analytical skills. Must have a high aptitude for problem identification, investigation, and resolution
Must possess a high level of positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers
Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house
Must have excellent command of the English language; oral and written
Moderate mathematical skills are required
Attention to detail in interpreting, composing, and proofreading written materials
Excels in a fast-paced environment with demonstrated ability to prioritize multiple, competing demands
Possesses excellent organizational skills
Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements
Ability to work and make decisions independently and within a team environment
Consistent daily attendance and the ability to work overtime occasionally at last minute
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