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. Overview We are seeking a dedicated and experienced Client Success Executive with a strong background in employee benefits account management. This role is pivotal in ensuring PEO client satisfaction and success with benefits strategy and delivery, while enhancing AJG’s value. This role does not involve production or sales expectations. *Candidate must live within greater Denver area* How you'll make an impact Regional Leadership Lead the renewal process in the assigned region to deliver optimal solutions to PEO clients and co-employers. Collaborate with internal and external teams to align services with client objectives. Serve as the primary contact for benefits support, coordinating with PEO service leaders, benefits activation teams, and retention executives. Proactively identify and implement opportunities to enhance client satisfaction and engagement. Ensure compliance with local Gallagher office and corporate standards. Maintain up-to-date records in Gallagher and PEO systems. Client Relationship Development to Designated Book Cultivate and maintain strong, long-lasting relationships with clients, understanding their goals and challenges. Act as a healthcare subject matter expert, advising on medical, dental, vision, and ancillary products. Research and analyze data to enhance client insurance offerings and recommend strategies aligned with business goals. Create and deliver comprehensive service plans to assigned PEO clients, ensuring benefit planning and strategy needs are met and exceeded. Manage client and vendor expectations to ensure timely delivery of requests. Develop referral opportunities and support service delivery across assigned regions. Train and Develop New & Existing PEO Client Service Team Staff: Mentor and train PEO service team members, fostering continuous learning and talent development. Develop and deliver training curriculum in coordination with the field broker team. Lead training initiatives during key client periods such as open enrollment. Provide guidance and mentorship to new hires, account management, and team resources. Drive and foster innovation, continuously seeking to improve current processes and procedures. About You Required Bachelor's degree with minimum 5 years client service and/or account management experience OR- High School degree/GED with a minimum of 8+ years client service and/or claims management experience Current State Group Life, Accident, Health and HMO Insurance License Communication, Analytical, and Organizational Skills: Excellent verbal and written communication skills. Ability to solve problems and think independently. Develops professional relationships with internal and external stakeholders. Ability to organize, prioritize, monitor, and control workflow, with close attention to deadlines. Standards and Practices: Maintain accurate client and policy data and documents within the Gallagher system. Use Gallagher's technology to improve productivity and quality. Proficiency in Microsoft Office and solid financial acumen. Demonstrates composure, stamina, and resilience under pressure. Use of Time: Effectively manage and balance multiple and sometimes competing priorities. Works in a self-directed manner and meets deadlines. Constantly seeks to improve personal efficiency and productivity. Clarifies priorities/requests and follows through on commitments. Customer Service and Business Strategy: Comfortably engage others in consultative discussions. Champion and reinforce the value proposition of the PEO solution to clients and identify opportunities to maximize enrollment. Proactively approaches issues that could impact client retention. Is willing to go the “Extra Mile” to achieve results that benefit the client, the Branch, and Gallagher. These categories and traits provide a clear and concise overview of the skills and attributes relevant to the role. #LI-KF1 Compensation and benefits 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 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.