New!
Investment Consultant- Monarch Beach, CA Charles Schwab Careers
DANA POINT, CAToday
Highlights
Research and analyze data contributing to the development and enhancement of a prospect or client’s insurance healthcare offering and recommend strategies on coverage offerings options with the PEO Health and Welfare Plan based upon the client’s business goals. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
Numbers & Facts
| Location | Corona, California |
| Job Type | Full-time |
| Industry | Insurance |
| Company Size | 10,000 employees or more |
| Year Founded | 1927 |
| Website | https://www.ajg.com/ |
Description
Introduction:
How you'll make an impact:
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
- Serve as an active consultant and healthcare subject matter expert (medical, dental, vision and ancillary products) to our PEO client throughout the client lifecycle
- Support a sales team to win new clients and support an HR/Service team to retain clients
- Manage an assigned territory with focus on client satisfaction
- In-person weekly client meetings in PEO client’s office
- Strive for the highest levels of service when communicating with our PEO client and to their prospective and existing worksite employers
- Research and analyze data contributing to the development and enhancement of a prospect or client’s insurance healthcare offering and recommend strategies on coverage offerings options with the PEO Health and Welfare Plan based upon the client’s business goals
- Manage the designated block of business in assigned territory
- Train and develop new PEO client staff
- Assess and clearly communicate market position, needs and strategic direction
- Work independently to accomplish territory, company and client goals
- Work on individual or corporate projects assigned by the management team
- Extensive experience in group healthcare sales and/or account management, having background with group healthcare carriers and/or brokerage house
- Experience working with a variety of benefit administrators, experience with PEO industry a plus
- Experience with a variety of market segments and funding types a plus
- Actively demonstrate patience, resiliency and persistency in the midst of problem solving
- Employ a collaborative approach and ability to thrive in a matrixed environment
Required: Bachelor's degree and 3 years related experience OR High School Diploma/GED and 8 years related experience required. License required.
Preferred: Excellent sales capabilities; outstanding verbal and written communication skills.
Behaviors: Position requires excellent communication skills.
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
About Company
Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.