Client Manager

Gallagher; Charlotte (NC); On-site; Confidential; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Paid parental leave

Training programs

Job summary

Gallagher is seeking a professional to enhance client relationships, offering tailored retirement benefits and life insurance solutions. The ideal candidate will manage client satisfaction, enforce compliance, and provide strategic consulting.

This role requires strong interpersonal skills, a thorough understanding of executive retirement plans, and proficiency in Microsoft Office Suite. A Bachelor's degree plus 3 years of experience or a High School degree with 8 years of experience is necessary.

Qualifications

• 3+ years in client coordination, or 8+ years with a High School degree.
• Life & Health License is required.
• Willingness to travel approximately 25% of the time.

Responsibilities

• Manage and nurture client relationships.
• Oversee executive benefit plans and ensure compliance.
• Provide strategic consulting on retirement benefits.

Skills

Client coordination

Communication skills

Analytical skills

Interpersonal skills

Microsoft Office Suite

Education

Bachelor's degree in related field

High School degree with extensive experience

Job description

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

This role is responsible for managing and nurturing relationships with clients, ensuring the delivery of tailored retirement benefits and life insurance solutions, and driving client satisfaction. The ideal candidate will have a strong understanding of executive retirement plans, life insurance products, exceptional interpersonal skills, and the ability to collaborate across teams to deliver comprehensive solutions.

How You’ll Make An Impact

Client Relationship Management

• 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.

Plan Administration and Compliance

• 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.

Strategic Consulting

• 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.

Collaboration and Teamwork

• 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.

Business Development

• 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.

About You

Required

Bachelor's degree and 3 or more years client coordination and/or claims management experience, OR High School degree with 8 or more years client coordination and/or claims management experience.

Life & Health License required. Able and willing to travel approximately 25% of the time.

Preferred

• 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.

Compensation and Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Minimum Core 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

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

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.