Executive Benefits Client Partner

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

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.