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Client Service/Account Management
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61232 Requisition #
Thanks for your interest in the Retirement Plan Consultant position. Unfortunately this position has been closed but you can search our 410 open jobs by clicking here.
Required:
  • Bachelors degree plus 3 or more years client coordination and/or claims management experience
        --OR--
    High School diploma/GED with 8 or more years client coordination and/or claims management experience.
  • Appropriately licensed and/or certified.
  • Able and willing to travel approximately 25% of the time, or less.
  • Working knowledge of Microsoft Windows applications and MS Office.
Desired:
  • Be FINRA SIE, Series 6, or 7 and Series 63 (as applicable by State), Series 65, or Series 66 if Series 7 licensed. The candidate should also be properly insurance licensed.
  • Professional designation may be preferred.
  • Minimum 1 year experience with A.J. Gallagher is preferred.
  • Ability to interact and consult at the “C” level.
  • Industry experience in excess of 5 years working as a consultant or a provider client relationship manager.
  • Possess the following expertise and ability to deliver: 
    • Plan Design Consulting 
    • RFP Assembly and Analysis 
    • Investment Analysis 
    • Quarterly Investment Delivery and Replacement 
    • Quarterly Plan Updates 
    • Annual Report Review 
    • Investment Policy Statement Origination and Review 
    • Meeting Minutes and Documentation 
    • Participate and add value in finalist presentation (will be a part of the finalist presentation) 
    • Annual Plan Review
  • Possess deep technical knowledge:
    • ERISA consulting 
    • DoL reviews and updates 
    • Retirement plan rules and regulations 
    • Fiduciary Consulting 
    • All products and services including 401(k), Defined Benefit, 403(b)
  • Consultative skills, experience and perspective to deliver client relationship management and retention of clients over the long term.
  • Ability to generate leads and cross selling opportunities.
  • Bilingual ( Spanish Preferred ). 
Work Traits:
  • Excellent verbal and written communication skills.
  • Critical thinking and good judgment to quickly determine and prioritize key issues.
U.S. Eligibility Requirements:
  • Interested candidates must submit an application and resume/CV online to be considered.
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
  • Must be willing to execute Gallagher’s Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure.
Gallagher offers 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.  
 
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.​ 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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