Client Manager

Gallagher Small Business Team Role

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.

Join Gallagher's Small Business Team and make a difference for businesses with over 10 employees. This full-time, hybrid role based out of our Walnut Creek, CA office is all about building relationships, guiding clients through their benefits journey, and delivering tailored solutions. You'll be part of a supportive team that values collaboration and innovation.

In this role, you'll be the go-to person for your clients, helping them navigate their employee benefits programs. You'll lead renewal processes, analyze proposals, and present solutions that meet their needs. Using tools like Excel and PowerPoint, you'll create impactful deliverables efficiently. You'll also identify opportunities to introduce additional Gallagher services, such as retirement planning or HR consulting. Whether it's resolving client concerns or conducting presentations, your work will directly contribute to their success and satisfaction.

Here's what else you'll do:

• Build and maintain strong client relationships.
• Manage client renewals and open enrollment processes.
• Collaborate with internal teams to ensure timely and professional service.
• Stay updated on industry trends and challenges in small business benefits.

About You:

Here's what you'll bring to the role:

• A bachelor's degree and 3+ years of client coordination or claims management experience, or a high school diploma with 8+ years of experience.
• Health & Life licensing
• The ability to explain complex issues in simple terms, whether in meetings, calls, or emails.
• A knack for managing tasks and priorities effectively.
• A commitment to ethical behavior and professional standards.

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.

Behaviors:

• Excellent verbal and written communication skills.
• Able to quickly determine critical issues.

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)