Employee Benefits Account Manager jobs in United States
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Gallagher · 3 days ago

Employee Benefits Account Manager

Gallagher is a leading insurance brokerage that focuses on delivering tailored solutions and exceptional client service. The Employee Benefits Account Manager will support client relationships, manage account information, and ensure compliance while leveraging insurance expertise to assist clients effectively.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote

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

LifeHealth LicenseClient Relationship ManagementMicrosoft Office ProficiencyFinancial AcumenSelf-directed Work StyleCommunication Skills

Required

Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience
Life and Health License
Proficiency in Microsoft Office
Appropriate licensing as required

Preferred

Previous insurance knowledge and experience managing client relationships
Solid financial acumen

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

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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 Company
Total Funding
$9.7B
2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO

Leadership Team

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Alec Herring
Area Senior Vice President
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Mark Gresser
Executive Vice President
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Company data provided by crunchbase