Client Manager - RETA

Arthur J Gallagher   •  

San Francisco, CA

Less than 5 years

Posted 236 days ago

This job is no longer available.

Position Summary

The Client Manager - RETA is responsible for the day-to-day account management for small to mid-sized clients that are routine/moderately complex client accounts.

Essential Duties and Responsibilities: 

  • Builds, expands, and solidifies relationships with existing clients at all levels within the company
  • Works closely with the GRS Sales Consultant on the transition of the new client post the completed sales process
  • Cultivates relationships with most senior buyer in the client organization as well as with day-to-day client representatives and buyers
  • Prepare and negotiate fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement
  • Responsible to have meaningful discussions with clients on their future benefit and risk management needs that might result with the expansion of the Gallagher relationship
  • Has retention goals for assigned group of accounts


Additional Considerations:

  • Ensure client satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client interactions. 
  • Continually build and leverage credible relationships with internal/external clients to achieve desirable outcomes
  • Assess and prioritize client needs in a timely manner.  Identify and help clients to focus on their most critical needs.
  • Schedule and conduct investment/service reviews quarterly.  Oversight of new business implementation processes. 
  • Secure all legal documentation.  Interface with Support Service areas on issues relating to the client. 
  • Review/approve all key client deliverables. Set and communicate clear and realistic expectations in order to avoid perception of service delivery failure.
  • Survey client satisfaction through regular service reviews. 
  • Keep up-to-date on all aspects of accounts enabling proactive communication with clients. 
  • Develop the plan to ensure client loyalty and long-term relationship, as well as referenceable clients. 
  • Create and maintain a high level of personal contact with clients to maintain an appropriate rapport
  • Manage communications with clients to create positive perceptions of the Firm.



  • Bachelors degree plus 3 or more years client coordination and/or claims management experience
    High School diploma/GED with 8 or more years client coordination and/or claims management experience
  • Appropriately licensed and/or certified
  • Able and willing to travel approximately 25% of the time, or less
  • Working knowledge of Microsoft Windows applications and MS Office

Work Traits:

  • Ability to interact and consult at the “C” level
  • Industry experience in excess of 5 years working as a consultant or a provider client relationship manager
  • Possess the following expertise and ability to deliver:
    • Plan Design Consulting
    • RFP Assembly and Analysis
    • Investment Analysis
    • Quarterly Investment Delivery and Replacement
    • Quarterly Plan Updates
    • Annual Report Review
    • Investment Policy Statement Origination and Review
    • Meeting Minutes and Documentation
    • Participate and add value in finalist presentation (will be a part of the finalist presentation)
    • Annual Plan Review
  • Possess deep technical knowledge:     
    • ERISA consulting
    • DoL reviews and updates
    • Retirement plan rules and regulations
    • Fiduciary Consulting
    • All products and services including 401(k), Defined Benefit, 403(b)