Retirement Income Client Relations at Gallagher

Eden Prairie, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

0.0

Posted On

02 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Client relations, Insurance licensing, Plan administration, Data entry, Microsoft Office, Analytical skills, Problem resolution, Communication skills, Negotiation skills, Attention to detail, Time management, Organizational skills, Interpersonal skills, Database management

Industry

Insurance

Description

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview National Insurance Services provides active employee and retiree benefits, health insurance solutions, and full benefit consulting services that address your unique challenges and issues. We are a broker, administrator, and consultant all rolled into one. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. How you'll make an impact This position provides quality and timely customer service to the Retirement Income clients of National Insurance Services and technical and administrative support to the Account Representatives and Sales Representatives for the assigned region(s). This position will require attainment of Life & Health insurance license for each of the states in the assigned region. Upon the sale of a case, communicates with clients and Account Representative/Sales Representative to prepare plan documents and oversee successful implementation of the plan(s). Handle all aspects of preparation, review, and distribution of plan documents. Responsible for managing client FSA open enrollment process. Reach out annually to clients via email to provide retirement information/videos. Request and provide various reports to clients. Effectively service assigned caseload through annual service calls. Proactively identify need for plan revisions through service calls. Support Account Representatives and Sales Representatives by handling action items identified in service visits. Respond to frequent client and participant inquiries, including questions regarding plan design, contributions, and reimbursements, via telephone and email. Serve as a liaison between clients and our Third-Party Administrator. Maintain and update all systems databases and client files per company guidelines. Work on special projects as needed. Collaborate with VP of Retirement Income to identify opportunities for process improvement or service enhancements. About You Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Appropriate licensing as required. Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships. Two years of experience in customer service, preferably in an employee benefits related capacity. Ability to read and interpret plan language and effectively communicate policy language and intent to customers. Demonstrated analytical skills. Must have a high aptitude for problem identification, investigation, and resolution. Must possess a high level of positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers. Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house. Must have excellent command of the English language; oral and written. Moderate mathematical skills are required. Attention to detail in interpreting, composing, and proofreading written materials. Excels in a fast-paced environment with demonstrated ability to prioritize multiple, competing demands. Possesses excellent organizational skills. Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements. Ability to work and make decisions independently and within a team environment. Consistent daily attendance and the ability to work overtime occasionally at last minute. Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. 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. 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... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements 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.

Responsibilities

This role provides quality customer service to retirement income clients and administrative support to account and sales representatives. Responsibilities include managing plan document implementation, overseeing FSA open enrollment, and serving as a liaison between clients and third-party administrators.