Client Board Manager

Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Gallagher (NYSE: AJG), one of the world’s largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients around the world. 

RPA San Diego operates as a third-party administration (TPA), consulting, and strategic management branch for collectively bargained benefit plans, pooled purchasing arrangements, and trusts.  Our mission is to deliver high quality, affordable, and accessible health care to our members.  

The Client Board Manager is responsible for providing comprehensive support to our clients, branch operations, and executive leadership team by managing client facing responsibilities, preparing client materials, scheduling meetings, maintaining communication, managing project timelines and deliverables and ensuring the timely delivery of services. 

List of Essential Duties:  

Key Client Board Manager duties include the following: 

• Provide comprehensive support in preparing client materials, scheduling calls and board meetings, maintaining meeting minutes, and ensuring timely communication of Board decisions to relevant staff members. 

• Work with internal and external stakeholders to gather insights, build consensus, and ensure support for strategic initiatives. 

• Efficiently allocate resources, including time, personnel, and materials, to meet the demands of multiple tasks while simultaneously identifying and resolving issues that arise while juggling multiple tasks. 

• Contribute to the preparation of regular and specialized reports for client-related documents, meetings, calls, and presentations, including preparing and delivering presentations and reports to communicate the progress and outcomes of strategic initiatives to stakeholders. 

• Provide support to client boards, including managing training registrations, processing expense reimbursements, and performing other essential support functions.  

• Facilitate client board meetings by meticulously preparing meeting materials and ensuring the boardroom is set up to professional standards. 

• Provide support to the Executive Leadership team by assisting in the execution of strategic projects, including setting timelines, meetings, expense reporting, allocating resources, and monitoring progress to ensure successful completion. 

• Support Executive level strategic initiatives by efficiently scheduling meetings, maintaining clear communication, managing expense reports, coordinating travel accommodations, and performing other critical functions to support client initiatives and projects.  

• Support the preparation and planning of internal branch operation meetings by scheduling, drafting agendas and correspondence, taking detailed notes, and ensuring the completion of follow-up tasks. 

• Collaborate closely with the accounting and compliance team to verify certificates of completion, process trustee expenditures for reimbursement, assist with annual audit preparations, and fulfill other trustee-related verification requirements. 

• Cultivate strong oral and written communication skills, demonstrated by effective participation in client calls, meetings, and email correspondence. 

• Special projects and other duties assigned. 

Education, Training, and Experience 

• High School diploma/equivalent plus 3 years of directly applicable experience. Proficiency in Microsoft Office and basic math skills. 

Desired 

• Excellent verbal and written communication skills 

• Able to quickly determine critical issues 

• Proficiency in Microsoft Word, PowerPoint and Outlook  

• Intermediate skill level in Microsoft Excel  

• Ability to effectively multitask competing priorities  

• Ability to work well under pressure  

• Ability to work effectively both individually and in a team-based environment  

#LI-KK2

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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

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.