Client Success Executive

Job Description

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


Overview

We are seeking a dedicated and experienced Client Success Executive with a strong background in employee benefits account management. This role is pivotal in ensuring PEO client satisfaction and success with benefits strategy and delivery, while enhancing AJG’s value. This role does not involve production or sales expectations.

 

*Candidate must live within greater Denver area*


How you'll make an impact

Regional Leadership

  • Lead the renewal process in the assigned region to deliver optimal solutions to PEO clients and co-employers.
  • Collaborate with internal and external teams to align services with client objectives.
  • Serve as the primary contact for benefits support, coordinating with PEO service leaders, benefits activation teams, and retention executives.
  • Proactively identify and implement opportunities to enhance client satisfaction and engagement.
  • Ensure compliance with local Gallagher office and corporate standards.
  • Maintain up-to-date records in Gallagher and PEO systems.

Client Relationship Development to Designated Book

  • Cultivate and maintain strong, long-lasting relationships with clients, understanding their goals and challenges.
  • Act as a healthcare subject matter expert, advising on medical, dental, vision, and ancillary products.
  • Research and analyze data to enhance client insurance offerings and recommend strategies aligned with business goals.
  • Create and deliver comprehensive service plans to assigned PEO clients, ensuring benefit planning and strategy needs are met and exceeded.
  • Manage client and vendor expectations to ensure timely delivery of requests.
  • Develop referral opportunities and support service delivery across assigned regions.

Train and Develop New & Existing PEO Client Service Team Staff:

  • Mentor and train PEO service team members, fostering continuous learning and talent development.
  • Develop and deliver training curriculum in coordination with the field broker team.
  • Lead training initiatives during key client periods such as open enrollment.
  • Provide guidance and mentorship to new hires, account management, and team resources.
  • Drive and foster innovation, continuously seeking to improve current processes and procedures.

About You

Required

  • Bachelor's degree with minimum 5 years client service and/or account management experience OR- High School degree/GED with a minimum of 8+ years client service and/or claims management experience
  • Current State Group Life, Accident, Health and HMO Insurance License

Communication, Analytical, and Organizational Skills:

  • Excellent verbal and written communication skills.
  • Ability to solve problems and think independently.
  • Develops professional relationships with internal and external stakeholders.
  • Ability to organize, prioritize, monitor, and control workflow, with close attention to deadlines.

Standards and Practices:

  • Maintain accurate client and policy data and documents within the Gallagher system.
  • Use Gallagher's technology to improve productivity and quality.
  • Proficiency in Microsoft Office and solid financial acumen.
  • Demonstrates composure, stamina, and resilience under pressure.

Use of Time:

  • Effectively manage and balance multiple and sometimes competing priorities.
  • Works in a self-directed manner and meets deadlines.
  • Constantly seeks to improve personal efficiency and productivity.
  • Clarifies priorities/requests and follows through on commitments.

Customer Service and Business Strategy:

  • Comfortably engage others in consultative discussions.
  • Champion and reinforce the value proposition of the PEO solution to clients and identify opportunities to maximize enrollment.
  • Proactively approaches issues that could impact client retention.
  • Is willing to go the “Extra Mile” to achieve results that benefit the client, the Branch, and Gallagher.
  • These categories and traits provide a clear and concise overview of the skills and attributes relevant to the role.

#LI-KF1


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 you’ll 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 it’s 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.

 

Search firms, consulting firms, or individuals who submit unsolicited resumes acknowledge that those resumes are available for Gallagher's consideration without any obligation to pay finder/referral fees. Gallagher, or any of its subsidiaries, will only pay a fee for a successful candidate placement when there is an agreement in place with the providing entity and the candidate submission complies with the regional guidelines for such submissions.

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. We also do not use Skype, Zoom, Telegram or Gmail as part of our hiring process. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.