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
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
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
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
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase