Account Coordinator, Employee Benefits [NE] jobs in United States
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Gallagher · 2 weeks ago

Account Coordinator, Employee Benefits [NE]

Gallagher Benefit Services is a trusted partner helping organizations navigate important people decisions. The Account Coordinator role involves supporting Account Executives by managing client relationships, preparing proposals, and assisting with client presentations.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote

Responsibilities

Support in client retention by maintaining a positive image with the client
Assist with creating open enrollment guides
Finalize client presentations for new business and renewal meetings
Assist with gathering information related to underwriting, data analytics, marketing, and HR services through internal AP departments and outside vendor partners
Maintain relationship with carriers and initiate/coordinate meeting with carriers
Enters accurate client information into agency management system and exports data as needed
Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers
Prepares all required client facing proposal and documents for the AE and assist in tracks data, changes, and client specific information
Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge
Maintains carrier updates and bulletins in a shared document environment. Assists in coordinating and scheduling meetings with carriers as instructed by AE

Qualification

Client relationship managementMicrosoft Office proficiencyData analyticsOrganizational skillsWritten communicationVerbal communicationTeamwork

Required

High School diploma/equivalent plus 1 year directly applicable experience
Proficiency in Microsoft Office and basic math skills

Preferred

Associate's degree, professional certification, or equivalent training and experience preferred
Previous experience managing client relationships

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