Health & Benefits Consultant

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.

About the role

The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts of moderate to high complexity. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets, and fostering a culture of performance and continuous improvement.

Responsibilities

• Support the business priorities of Branch Managers, Production team members, and the client service function.
• Independently manage accounts of increasing complexity.
• Grow revenue by successfully counseling clients on additional business opportunities via cross-selling and up-selling.
• Drive the Client Service Cycle by delivering high-quality client service consistent with AJG operational standards and practices.
• Achieve operational productivity and performance metrics consistently.
• Grow and profitably manage an assigned group of client accounts successfully.
• Build relationships with existing clients by providing exceptional ongoing customer care.
• Seek referrals from the current client base to solicit new business prospects, secure existing business, and actively drive the sale of additional services.
• Act as a strategic relationship manager and client liaison.
• Provide oversight in the sale of products/services by enhancing sales or services to prospects and existing accounts.
• Offer training, development, and/or supervision to lower-level staff.

Requirements

• Bachelor’s degree with 7+ years of client service and/or claims management experience.
• Must hold appropriate licensing as required and be able to travel up to 50% of the time.
• Proficiency in Microsoft Office applications and in using technology as a tool to maximize productivity and quality.
• Previous experience in managing client relationships is essential.
• Strong written and verbal communication skills.

Qualifications

• Preferred: Insurance knowledge, employee benefits experience, and solid financial acumen.

Skills

• Willingness to go the "Extra Mile" to achieve results that benefit the client, the Branch, and Gallagher.
• Ability to develop professional relationships with internal and external stakeholders.
• Demonstrates composure, stamina, and resilience under pressure.
• Ability to work collaboratively within a team as well as independently.

Benefits

• 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.