Client Executive (Madison)

Gallagher Bassett NZ Ltd Madison , WI 53706

Posted 8 months ago

Health and Welfare Client Executive

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Gallagher Benefit Services, Inc. (GBS) consistently stands out in a competitive marketplace as an employer of knowledgeable, highly skilled and competitive talent. We are a company that touches businesses and their employees on a personal level. At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for Gallagher Benefit Services, remember your talent, winning attitude and strong performance will be highly valued and will maximize your future potential.

Position Summary

The Health and Welfare Client Executive is responsible for the day-to-day account management for a book of accounts primarily in the healthcare vertical.

Essential Duties and Responsibilities:

Responsible for participating in and coordinating supporting materials for RFP and client proposals

Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients

Leads appropriate resources to address the client's risk/capital management needs

Secures existing business and drives the sale of additional services and coverage levels

Cultivates relationships with day-to-day client representatives and vendor partners

Has retention goals for assigned group of accounts

May coordinate the work of administrative support and customer service

May support an Account Executive or a Producer and is the first line of contact when the Account Executive or Producer is not available

Responsible for the day-to-day account management of client accounts

Other duties as assigned


  • Bachelor's degree plus 3 or more years client/account management experience

  • --OR--

  • High School diploma/GED with 8 or more years client/account management experience

  • Active Life and Health license required or willingness to obtain

  • Experience with Medical required; experience with Ancillary products desired

  • Able and willing to travel approximately 25% of the time

  • Working knowledge of Microsoft Windows applications and MS Office

Work Traits:

  • Strong work ethic

  • Energetic and able to manage multiple projects simultaneously

  • Driven to succeed

  • Goal-oriented

  • Critical thinker: capable of quickly prioritizing key issues

  • Exercises good judgment

  • Outstanding verbal and written communication skills

U.S. Eligibility Requirements:

  • Interested candidates must submit an application and resume/CV online to be considered

  • Must be 18 years of age or older

  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation

  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization

  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.


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Client Executive (Madison)

Gallagher Bassett NZ Ltd