Client Relationship Manager

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

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.

Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning for high net worth individuals/families, and executive benefit plans for firms who desire to attract and retain top talent in highly compensated and competitive industries.

CFG is a division of Gallagher Benefits Services, a subsidiary of Arthur J. Gallagher (NYSE: AJG). CFG is a member firm of M Financial. Securities offered through M Holdings Securities, Inc. a registered Broker Dealer, Member FINRA/SIPC.

About the role:

This role will support our Executive Benefits business – both servicing our top clients as well as participating in the new business and NQ Plan enrollment process.

This is a critical role to maintaining relationships with our largest clients.  It is responsible for a wide range of tasks including administrative policy servicing, executing investment trades, and managing the new business process for existing and new plans.

• In-force policy and plan servicing.
• Assembling and analyzing policy reviews with clients
• Participate in enrollments for COLI and Voluntary type plans
• Running in-force and other policy illustrations
• Premium tracking, invoicing, and allocating
• Completing forms for general administrative requests: address change, owner and beneficiary change
• Managing client and advisor requests
• Data collection:  Pulling policy values, creating policy summaries, performance reporting.
• Manages service deliverable's and sets follows ups when onboarding new clients
• Working directly with our advisors to provide a best in class experience for our clients.
• Gains working knowledge of various investment managers available to plan participants and policy holders in PPLI.
• Communicating directly with clients and their advisors
• Assist on other projects as needed

• 5-10 years of experience within the life insurance industry preferred
• Client service and new business experience preferred
• Understanding of various investments
• Plan Administration experience a plus
• Experience with multi-life plans or non-qualified plans a plus
• Bachelors degree
• Life insurance license required
• Series 6/7 and 63 preferred.  Will sponsor employee to obtain
• A strong client service mindset
• Working knowledge of Microsoft Windows applications and MS Office
• Excellent verbal and written communication skills
• Critical thinking and good judgment to quickly determine and prioritize key issues

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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.