Benefits Consultant

Gallagher; San Francisco (CA); On-site; USD 105,000 - 222,000; Full time

Job summary

A leading company in the insurance industry is seeking a Benefits Consultant in San Francisco. This role involves consulting clients on healthcare products, managing client relationships, and providing exceptional service. With a focus on employee benefits, the consultant will leverage their sales expertise and market knowledge to enhance client offerings.

Benefits

Medical/dental/vision plans

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Digital mental health services

Flexible work hours

Training programs

Charitable matching gift program

Qualifications

• 3-5 years related experience in healthcare or employee benefits insurance.
• Insurance License required.
• Must live in the greater San Francisco/Bay Area.

Responsibilities

• Serve as an active consultant and healthcare subject matter expert.
• Manage an assigned territory focusing on client satisfaction.
• Research and analyze data for insurance healthcare offerings.

Skills

Sales capabilities

Verbal communication

Written communication

Organization

Time management

Education

Bachelor's degree

High School Diploma/GED

Job description

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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.

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.

How You'll Make An Impact

• Serve as an active consultant and healthcare subject matter expert (medical, dental, vision and ancillary products) to our PEO client throughout the client lifecycle
• Support a sales team to win new clients and support an HR/Service team to retain clients
• Manage an assigned territory with focus on client satisfaction
• Strive for the highest levels of service when communicating with our PEO client and to their prospective and existing worksite employers
• Research and analyze data contributing to the development and enhancement of a prospect or client’s insurance healthcare offering and recommend strategies on coverage offerings options with the PEO Health and Welfare Plan based upon the client’s business goals
• Manage the designated block of business in assigned territory
• Train and develop new PEO client staff
• Assess and clearly communicate market position, needs and strategic direction
• Work independently to accomplish territory, company and client goals
• Work on individual or corporate projects assigned by the management team
• Extensive experience in group healthcare sales and/or account management, having background with group healthcare carriers and/or brokerage house
• Experience working with a variety of benefit administrators, experience with PEO industry a plus
• Experience with a variety of market segments and funding types a plus
• Actively demonstrate patience, resiliency and persistency in the midst of problem solving
• Employ a collaborative approach and ability to thrive in a matrixed environment
  
  

About You

• Bachelor's degree and 3-5 years related experience (healthcare/employee benefits insurance) --OR-- High School Diploma/GED and 8 years related experience required
• Insurance License required
• Must live in greater San Francisco/Bay Area
  
  

Work Traits:

• Excellent sales capabilities
• Outstanding presentation, verbal and written communication skills
• Must be driven to achieve, embrace, challenge and believe in delivering best in class service
• Sound organization and time management skills
• Ability to communicate clearly and effectively between stakeholders
  
  

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 and Pay Disclosure Statement

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Human Resources

• Industries

  Insurance

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