Employee Benefits: Retention Consultant

Gallagher; Bellevue (WA); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

People-first culture

Job summary

Gallagher is seeking an experienced benefits consulting professional to drive client revenue retention and strategic growth. You will communicate Gallagher resources for coverage solutions, maintain client relationships, and deliver data-driven insights to optimize plans.

You will collaborate with service teams, lead RFP processes, and stay current on industry trends to provide proactive guidance and value to clients across a global platform with local impact.

Qualifications

• Bachelor’s degree and 6 years related experience.
• Experience managing large/complex client benefits accounts.
• Strong C-level relationship management and communication skills.
• Sales capabilities, land-and-expand, and negotiation skills.

Responsibilities

• Own client revenue retention targets in SFDC.
• Explain Gallagher resources and coverage solutions to clients.
• Research and analyze client data to propose plan design solutions.
• Collaborate with service and account teams on RFPs and vendor vetting.

Skills

C-level relationship management

Communication skills

Relationship management

Sales capabilities

Collaboration

Education

Bachelor's degree

Job description

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

How You'll Make An Impact

Retention

• Assumes ownership and overall accountability of client revenue in internal client relationship management system (SFDC)
• Drives discussions specific to Gallagher’s compensation
• Responsible for minimum of 95% retention of revenue for existing book of business
• Anticipate and proactively address issues that could potentially jeopardize client retention

Business Growth

• Performance success measured through White Space Growth goal along with Business Retention goal as described above
• Understand and communicate Gallagher resources (Pharmacy Practice, Retirement, GGB, HR Consulting and Voluntary Benefits) with internal

and external client groups

Strategic Consulting

• Communicates Gallagher Resources (Pharmacy Practice, Retirement, GGB, HR Consulting, Voluntary Benefits, etc.)
• Maintain comprehensive understanding of clients’ needs to ensure presentation of appropriate coverage solutions that support and enhance the clients’ culture, values and mission
• Direct research to strategize content and solutions for quarterly/experience reporting
• Effectively communicate content of financial reports to client
• Convey implication of financial performance of plan anomalies and provide solutions to address areas of concern
• Regularly review client data to analyze trends, identify issues and deliver appropriate solutions, including plan design modeling, funding solutions, networks, contract issues, etc.

• Communicates and collaborates with service team to identify challenges and opportunities and develop a plan to implement solutions
• Identifies and ensures internal and external client groups are well-informed of current and upcoming compliance and employee benefits related
• issues and trends
• Collaborate with account team and provides oversight and direction on RFP, vendor vetting and presentation strategy
• Remains current on industry trends and strategies and proactively seek to improve strategic consulting skills
• Collaborate with vendors and team members to build innovative client solutions and opportunities

About You

Required: Bachelor’s degree and 6 years related experience. Proven success at managing large/complex client benefits accounts.

Preferred: Excellent C-level relationship managent skills, top tier HR/Benefits/Insurance consulting competenciies, land-and-expand and sales capabilities; outstanding verbal and written communication skills. Track record of competitive success.

Behaviors: Must be able to build collaborative and mutually meaningful relationships with internal and external clients. Strong communicator at all levels.

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace.

If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)