Job Description

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.

The focus of the Client Compliance Consultant is to support Branch teams in growth and retention by adding value in the benefits consulting and compliance space.  The role of the Client Compliance Consultant is multi-faceted and requires subject matter expertise (much of which will be provided through training upon hire), strong communication skills and the ability to build strong relationships with key decision makers and staff. The ability to conduct research and draw reasonable conclusions based on a given set of facts and circumstances is essential. Active participation in bidding and proposal processes for new business opportunities as a key member of the team, as well as ongoing engagement with clients as a trusted resource and advisor are also critical aspects of the role. Assist Counsel in drafting and maintaining governing documents, adoption materials, correspondence, internal compliance and consulting resources, and other documents is a major aspect of this role. Additionally, managing one-time and recurring projects and supporting other Branch or client initiatives is imperative, as is working cooperatively with all internal and external stakeholders.

• Provide producers, account managers and clients with timely and accurate analyses of current regulations and legislative initiatives that affect client benefit plans and programs.
• Provide clients with well-researched recommendations leading clients to take appropriate actions to confirm to changes in the legislative or regulatory environment.
• Develop annual compliance goals for the internal Branch compliance team.
• Provide direction and oversight for the compliance team relating to new projects and well as day-to-day activities.
• Interprets source material and provides guidance and advice to branch staff and teams.
• Assists producers and account managers in developing appropriate action steps to assure legal and regulatory compliance.
• Conducts internal employee training on selected legislative and regulatory topics, as required or warranted.
• Works with internal Counsel to prepare prototype documents, information summaries, forms, model letters, communication, plan collateral, and other consulting tools needed to support consultants, accounts managers and clients.
• Provide assistance in drafting, editing and producing any newsletters and technical bulletins/communication materials.
• Build and maintain relationships with client contacts and board members in the capacity as a trusted advisor.
• Prepare or assist in preparation of all board materials for trust clients and attend client board meetings as directed.
• Travel, as required, for client service and relationship management.
• Assist in RFP responses and prospect proposal deliverables, as requested.
• Review client Form 9900, 5500, annual audits and actuarial studies, as applicable.
• Ability to take full ownership over tasks, projects and initiatives; demonstrate the ability to critically think and problem-solve.
• Other duties may be assigned.

• Bachelor’s degree, professional certification, or equivalent training and experience
• 5 years related experience
• Multi-level relationship building skills, internally and externally
• Strong communicator at all levels
• Must be available to work “core” business hours, Monday through Friday plus any additional hours required to fulfill the essential duties of the role
• Strong project management ability
• Ability to adapt approach and style to effectively drive for results
• Superior Organizational skills and excellent time management skills.
• Travel up to 15% of time

Preferred:

• Technical expertise of Health Reimbursement Arrangement (HRA) consulting products and concepts, keen understanding of accepted compliance principles and regulatory requirements
• Outstanding attention to detail and follow-through on projects and initiatives
• Track record of competitive success

Collaboration and Team Work 

• Partner with Gallagher resources (compliance, CCC, operations, etc.) to address client needs
• Demonstrate a positive, team-centric attitude
• Build enduring relationships with clients through thoughtful advice and honest business practices
• Build and maintain relationships with internal teams, service partners and client vendors

Personal Growth

• Develop awareness of the impact of a compliance change or recommendation on a multitude of stakeholders, including the client, internal client service teams, producers and the administrative staff of the client
• Participate in industry related educational and product information seminars and courses
• Report to branch leadership on key compliance changes and initiatives
• Assist in education, and support the development of, other staff members
• Demonstrate curiosity and commitment for continuous learning and performance improvement
• Seek out performance feedback and opportunities to enhance professional development

Technical Expertise

• Convey technical knowledge in ways that build trust, credibility and establishes Gallagher as a trusted advisor
• Monitor trends and new legislation that impact clients and communicates issues in a simple and coherent manner

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 and Pay Disclosure Statement

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.

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