Gallagher · 8 hours ago
Account Manager, Employee Benefits
Gallagher Benefit Services is a trusted partner helping organizations with their employee benefits and workplace strategies. The Account Manager will provide client support, manage accounts, and leverage insurance expertise to ensure high-quality service and client retention.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries
Assist in the development of strong business relationships with appropriate insurance carrier personnel
Recognize and satisfy carrier goals and objectives to enhance business relationships
Conduct quarterly service status calls to assigned book of business clients
Assist in completion and processing of applications; Schedule, prepare for, and support open enrollment meetings
Support in client retention by maintaining a positive relationship and image with clients
Support in enrollment, benchmarking, financial and utilization data based on financial review standards
Maintain all client information in accordance with both company procedures and HIPAA regulations
Follow company procedures in order to achieve positive audit results
Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy
Work with carrier to ensure accuracy of client information and forms
Communicate any outstanding or impactful topics from the carrier back to the client
Oversee installation of the group on renewal
Finalize enrollment with carrier and report the results to team members
Support maintenance of agency management system, communication system, and other tools
Collect forms/data/schedules for regulatory compliance
Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier
Update BenefitPoint in a timely manner including updates to on-going activity
Other duties as assigned
Qualification
Required
Bachelor's degree and 2-5 years of related experience and/or training
Life and health License license required
Working knowledge of available employee benefits coverages based on business and industry
Proficient in providing client service through electronic, telephone, and in-person interaction
Problem solving skills; strong written and verbal communication skills
Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
Good verbal and written communication skills
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
Gallagher is an international insurance brokerage and risk management services firm.
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Recent News
2025-12-04
2025-11-19
Company data provided by crunchbase