HRA Account 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.

The role of the HRA Account Manager is to retain all current HRA clients and build strong relationships with key decision makers and staff that that perform administration at each client. Grow the Branch book of business through internal wholesaling within Gallagher and with current clients, such as AIG. As well as to actively participate in the bidding and proposal process for new business opportunities that emerge for current and prospective clients outside of the Northwest, and to grow the program through individual sales results.

• Execute the HRA client service model for assigned clients, including all in-person and remote service and document, as required, in AMP and DMS
• Travel, as required, for client service and relationship management
• Utilize the CCC for all client and PT inquiries requiring research or review of account or plan information and route inquiries to the CCC for handling as often as able
• Identify possible conference opportunities and create a business case with specific goals, objectives and set meetings or speaking opportunities and present to manager for advance approval
• Attend all approved conferences on behalf of Gallagher's HRA team
• Prepare or assist in preparation of all board materials for HealthInvest trust clients
• Attend HRA trust client meetings, as directed
• Review and refresh HRA Onboarding materials annually
• Closely study and review all prospective client governing documents and conduct research on plan design, fee schedules, etc. to be an expert on each new client
• Partner with management and senior consultants on pricing new business and present pricing models to management for final review and approval
• Lead all RFP responses and prospect proposal deliverables
• Lead all new client onboarding (exception is for small clients that will be managed by the SGSC)
• Lead all incoming and outgoing plan transfers for new business
• Critically study the national sales market for account-based plans; begin growing the HRA team’s knowledge regarding competitors and update competitor intel
• Lead review and oversight of HRA client Form 900, 5500, and annual audits
• Ability to take full ownership over tasks, projects and initiatives; demonstrate the ability to critically think and problem-solve
• Educational consultant and trainer for white-labeling partnerships that may emerge
• Key contact for large clients and Trusts
• Other duties may be assigned.

Required:

• Bachelor’s degree, professional certification, or equivalent training and experience
• Multi-level relationship building skills, internally and externally
• Strong communicator at all levels
• Ability to identify and act on coaching opportuntiies
• Technical expertise of Health Reimbursement Arrangement (HRA) consulting products and concepts, keen understanding of accepted compliance principles and regulatory requirements
• Strong project management ability
• Ability to adapt approach and style to effectively drive for results
• Superior Organizational skills and excellent time management skills.

Results Orientation:

• Excellent sales capabilities
• Outstanding attention to detail and follow-through on projects and initiatives
• Track record of competitive success

Behaviors: 

• Partner with Gallagher resources (compliance, CCC, operations, etc.) to address client needs
• Work with colleagues across Branches, Regions and Divisions to create new business opportunities
• Demonstrate a positive, team-centric attitude

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.