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AJ
Arthur J. Gallagher & Co.
Senior GBCARE Advisor
Career Insights for Personal Financial Advisor (General)
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Based on Illinois data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$109,787 / year median in Illinois
+3% projected growth
Job Description
Introduction At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people s lives. It takes empathy, precision, and a strong sense of partnership-and that s exactly what you ll find here. We re a team of fast-paced fixers, empathetic experts, and outcomes drivers - people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you ll play a vital role in helping businesses and individuals move forward with confidence. Here, you ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you re here, you re part of something bigger. You re part of a team that shows up, stands together, and leads with purpose. Overview Managed Care Advisors are client-facing representatives of Gallagher Bassett, serving as subject matter experts on our GBCARE integrated service offering and managing large GBCARE accounts. They serve as an adjunct member of the Account Management team, serving as a liaison between Managed Care Operations and the Client. How you'll make an impact Promote value of GBCARE integrated model to existing clients and prospective clients to grow our business. Understand and promote all product offerings within the GBCARE integrated model. Answer questions and educate Client Services team on GBCARE products and services. Client facing responsibilities for targeted existing accounts. MC Advisor is a service level contact and will identify opportunity for services not currently utilized by the client. Data will be reviewed and interpreted and solutions proposed to through annual Stewardship. Collaborate with sales team on prospective clients including answers to managed care questions and participation in sales presentations. Provide support as needed to account management team with program evaluations, RFP presentations, stewardship or partnership meeting attendance. Promote visibility of GBCARE at industry conferences and with broker and carrier community. Serve as a SME by staying current on WC medical management education including direction of care, emerging tools, technology, and legislative changes. Collaborate with Managed Care Operations and Advisor Team to learn and identify opportunities for improvement.