Gallagher Re · 3 months ago
Senior Employee Benefit Account Executive
White Plains, New York
Full-time
Hybrid
Mid, Senior Level
$112K/yr - $218K/yr
7+ years expGallagher is a leading insurance brokerage that provides tailored solutions and risk management strategies. The Senior Employee Benefits Account Executive is responsible for managing client accounts, expanding relationships, and delivering high-quality service to drive revenue growth and client satisfaction.
ConsultingInsuranceRisk Management
Responsibilities
The Senior Employee Benefits Account Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts of moderate to high complexity
This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement
The Senior Employee Benefit Account Executive's primary areas of focus are; Supporting the business priorities of Branch Managers, production team members, and the client service function, independently managing accounts of increasing complexity, growing revenue by successfully counseling clients on additional business opportunity via cross-selling & up-selling, driving Client Service Cycle, delivering high quality client service consistent with the agency's operational standards and practices, and achieving operational productivity and performance metrics consistently
Further responsibilities include; Growing and profitably managing an assigned group of client accounts successfully, building relationships with existing clients by providing exceptional ongoing customer care, seeking referrals from current client base to solicit new business prospects, and securing existing business and actively driving the sale of additional services
Acts as a strategic relationship manager and client liaison
Provides oversight in the sale of products/services by enhancing sales or services to prospects and existing accounts
May offer training, development, and or supervision to lower-level staff
Develops and maintains strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed
Fluent in the client’s industry and current events that can modify the coverages needed
Reviews changes in carrier offerings and policies and relays information to the larger service team
Facilitates and collaborates with account team on the agency’s renewal strategy
Provides clients with tailored benefits programs and reviews methods of handling risks. Identifies and explains gaps in program
Works with the producer to write new business
Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary
Qualification
Required
Bachelor's degree with 7+ years client service and/or claims management experience
Must hold appropriate licensing as required and be able to travel up to 50% of the time
Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality
Previous experience in managing client relationships essential
Must possess strong written and verbal communication skills
Preferred
Insurance knowledge
P&C experience preferred, as well as solid financial acumen
Self-funding experience preferred but not required
Benefits
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
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...
Company
Gallagher Re
Gallagher Re provides Reinsurance, Risk Management, and Consultancy services. It is a sub-organization of Gallagher.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Edson Wiggers
CEO, Latin America & The Caribbean
Jim Bradshaw
Chief Executive Officer Gallagher Re North America
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