Client Coordinator​/Project Manager

Introduction

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.

Pierce Group Benefits, now a part of Gallagher, is currently the largest provider of employee benefits consulting and administration in North Carolina’s public sector. Our firm is a full-service employee benefits brokerage that builds comprehensive benefits packages for employers in North Carolina, South Carolina, and Virginia. As our company grows, opportunities to learn and mentor with top leadership for continued professional and personal development expand.

We offer excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.

We are currently seeking a Client Coordinator/Project Manager
. The Client Coordinator/Project Manager will coordinate and organize the client discovery phase, implementation, training and ongoing needs for all clients utilizing the Ben Select employee benefit enrollment system. This will include a high level of collaboration between the Data Management team and Account Executives, Vendors and Clients. The ideal candidate will possess a service mentality, curiosity and a willingness to learn.

• New client onboarding – Meet with client and facilitate the discovery phase. Interview client to determine client rules and processes for HR, Payroll and Benefits management.
• Coordinate implementation of solutions and activities between management, client services and data management team assigned to case. Responsible for developing and implementing ongoing and initial client training, as well as managing customer experience with Ben Select.
• Act as a liaison between internal technology team and end users.

• Communication
  :
  Must be able to communicate technical information to a non-technical audience. Experience with public speaking to both small and large groups or leading classroom-based training. Will triage team and client questions timely, escalating when appropriate.
• Detail Oriented and Organized
  :
  Must be able to manage standards and processes from client to client. Strong task management, ownership of work.
• Problem Solving
  :
  Initial point of contact for Ben Select related inquiries; identifies and monitors risks, action items and issues; involvement in user testing of systems related to new client onboarding.
• Documentation
  :
  Receive, track and resolve employer questions; communicate project status and mitigations; produce, edit and maintain client-facing and internal documentation.
• Training
  :
  Train clients, including onsite travel to client sites with some overnight travel; design and run training classes and workshops; other duties as assigned. Travel is expected to be 25%.

Required:

Bachelors degree and 5 years related experience. Understanding of the key challenges in employee benefit plans and current health care trends. Excellent client relationship-building and presentation skills.

• Preferred:
  Customer management and/or support experience
• Intermediate technical and business background
• Familiarity with employee voluntary benefits
• Understanding of payroll and deduction methodology
• Proficient with Microsoft Excel, Word, Outlook, and Powerpoint
• Knowledge of individual/group…