Client Manager, Small Business Benefits

Introduction

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.
Overview

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.

How you'll make an impact

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

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

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.