Retirement Client Relationship Consultant

Arthur J Gallagher   •  


Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 32 days ago

The Client Relationship Consultant is responsible for the day-to-day account management of the largest and most 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 Gallagher Retirement Services Sales Consultant on the transition of a new client post the sales process.
  • Cultivates relationships with most senior buyer in the client organization as well as with day-to-day client representatives and buyers.
  • Prepares and negotiates 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.
  • Has retention goals for assigned group of accounts.

Additional Considerations:

  • Ensures client satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client interactions.
  • Continually builds and leverages credible relationships with internal and external clients to achieve desirable outcomes.
  • Assesses and prioritizes client needs in a timely manner. Identifies and helps clients focus on their most critical needs.
  • Schedules and conducts investment and service reviews quarterly. Has oversight of new business implementation processes.
  • Secures all legal documentation. Interfaces with Support Service areas on issues relating to the client.
  • Reviews and approves all key client deliverables. Sets and communicates clear and realistic expectations in order to avoid the perception of service delivery failure.
  • Surveys client satisfaction through regular service reviews.
  • Keeps up to date on all aspects of accounts enabling proactive communication with clients.
  • Develops a plan to ensure client loyalty and long term relationships, thereby ensuring those clients will be positive references for Gallagher.
  • Creates and maintains a high level of personal rapport with clients.
  • Manages communications with clients to create positive perceptions of the firm.


  • Bachelor's degree and 5 or more years’ experience working as a Consultant or Provider Client Relationship Manager.

-- or --

  • High school diploma/GED and 10 or more years’ experience working as a Consultant or Provider Client Relationship Manager.
  • License required - Series 65 or 66 or willingness to obtain. Series 7, 6 and 63, life insurance license also of value.
  • Able and willing to travel approximately 25% of the time.
  • Ability to interact and consult at the "C" level.

Possess the following expertise and is able 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 a 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), 403(b); demonstrate a basic understanding of Defined Benefit plans
  • Ability to cultivate client relationships that lead to cross-selling opportunities