Client Services Specialist - Carmel - Gallagher Benefit Service

Description

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

At Gallagher, we're service-minded individuals coming together to shape a future defined by excellence. As a Client Executive, you'll play a key role in managing and growing client relationships. You'll be part of a team that values collaboration, innovation, and doing the right thing.

How you'll make an impact

• You drive and execute the Employee Benefits Client Service Cycle, ensuring a seamless renewal process and exceptional service delivery. Success is measured by client retention, with a target of 95%.
• You are the strategic relationship manager and primary client liaison for a complex healthcare-focused book of business.
• You lead client relationships with little to no day-to-day producer involvement, serving as the trusted advisor for healthcare organizations.
• You independently lead client meetings, strategy discussions, renewals, and financial reviews, ensuring confidence and clarity in all engagements.
• You manage and lead complex self-funded healthcare accounts, providing strategic guidance on plan design, funding strategies, and cost containment initiatives.
• You bring strong expertise in claims management, interpreting utilization trends, identifying drivers of cost, and partnering with vendors to recommend solutions.
• You leverage advanced financial acumen to analyze experience reporting, forecast financial outcomes, and communicate the implications of plan performance to clients.
• You proactively share market, regulatory, and compliance insights relevant to the healthcare industry, ensuring clients remain informed and prepared.
• You partner across a fast-paced, matrixed environment, collaborating with internal consulting, analytics, compliance, and shared service teams to deliver seamless client outcomes.
• You cross-solve with clients to introduce and align Gallagher resources beyond core benefits, including Pharmacy Practice, Retirement Services, HR Consulting, Voluntary Benefits, and other specialty solutions.
• You champion Gallagher tools, systems, and shared resources to maximize efficiency, accuracy, and consistency in client deliverables.
• You anticipate, address, and resolve complex or escalated client issues with confidence and sound judgment.
• You mentor and develop Client Managers and account team members, providing guidance on strategy, financial analysis, and client engagement.
• You prioritize workflow and accountability across internal teams, vendors, and partners while ensuring compliance with local, state, and corporate standards.
• You exemplify the highest ethical standards, promote ethical behavior, and consistently uphold The Gallagher Way.
• You confidently make strategic decisions in ambiguous and complex situations, balancing client needs, market dynamics, and Gallagher priorities.
• You leverage a strong understanding of healthcare markets, carriers, and vendor partners to influence strategy and drive long-term client outcomes.
• You effectively influence without direct authority, aligning shared resources and specialty teams to execute client strategy in a matrixed environment.
• You provide clear, timely, and actionable feedback that develops team capability and elevates overall client service delivery.

What skills will make you successful in this role?

• Deep experience working with healthcare organizations, with a strong understanding of industry-specific challenges, regulations, and workforce dynamics.
• Proven ability to lead complex client meetings independently and serve as the primary point of contact for senior client stakeholders.
• Strong expertise in self-funded benefit programs, including funding arrangements, stop-loss, plan design, and cost mitigation strategies.
• Advanced financial and analytical skills, with the ability to interpret experience reports, claims data, and performance trends.
• Solid understanding of claims management, including utilization patterns, vendor performance, and opportunities for intervention.
• Exceptional communication skills that enable you to translate complex financial and clinical data into clear, actionable insights.
• Ability to thrive in a fast-paced, matrixed environment, balancing competing priorities while maintaining high-quality outcomes.
• Highly adaptable, remaining composed and effective while managing multiple complex client needs.
• A continuous improvement mindset, with a passion for generating practical, innovative solutions.
• Strong desire to leverage and champion Gallagher tools, systems, and shared resources.
• Demonstrated willingness to go the extra mile to deliver results that benefit clients, the Branch, and Gallagher.

About You

• Bachelor's degree with 5+ years client service and/or claims management experience

-OR-

• High School degree/GED with 10+ years client service and/or claims management experience.
• Must hold appropriate licensing as required and be able to travel up to 25% of the time.
• Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
• Previous experience in managing client relationships essential.
• Must possess strong written and verbal communication skills.

Preferred:

• Insurance knowledge.
• Solid financial acumen
• Experience managing client accounts and building lasting relationships

Behaviors:

• Must be able to build collaborative and mutually meaningful relationships with internal and external clients
• Able to facilitate and/or lead group meetings with internal and external clients
• Effectively manage/balance multiple and sometimes competing priorities
• Needs to be comfortable analyzing and using data to make decisions and working in a self-directed manner
• Act as a role model for high performance and Gallagher's shared values.
• A proactive approach to solving problems and meeting deadlines.
• The ability to explain complex information in simple terms.
• A collaborative mindset and a passion for delivering excellent service.

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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.