Senior Account Executive

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work;

think of Gallagher.

• Assumes ownership and overall accountability of client revenue in internal client relationship management system (SFDC)
• Drives discussions specific to Gallagher’s compensation
• Responsible for minimum of 95% retention of revenue for existing book of business
• Anticipate and proactively address issues that could potentially jeopardize client retention

• Performance success measured through White Space Growth goal along with Business Retention goal as described above
• Understand and communicate Gallagher resources (Pharmacy Practice, Retirement, GGB, HR Consulting and Voluntary Benefits) with internal and external client groups

• Communicates Gallagher Resources (Pharmacy Practice, Retirement, GGB, HR Consulting, Voluntary Benefits, etc.)
• Maintain comprehensive understanding of clients’ needs to ensure presentation of appropriate coverage solutions that support and enhance the clients’ culture, values and mission
• Direct research to strategize content and solutions for quarterly/experience reporting
• Effectively communicate content of financial reports to client
• Convey implication of financial performance of plan anomalies and provide solutions to address areas of concern
• Regularly review client data to analyze trends, identify issues and deliver appropriate solutions, including plan design modeling, funding solutions, networks, contract issues, etc.
• Communicates and collaborates with service team to identify challenges and opportunities and develop a plan to implement solutions
• Identifies and ensures internal and external client groups are well-informed of current and upcoming compliance and employee benefits related issues and trends
• Collaborate with account team and provides oversight and direction on RFP, vendor vetting and presentation strategy
• Remains current on industry trends and strategies and proactively seek to improve strategic consulting skills
• Collaborate with vendors and team members to build innovative client solutions and opportunities

Required:

Bachelor's degree and 5 years related experience OR High School Diploma/GED and 10 years related experience required. License required.

Preferred:
Professional designation such as Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC) or Associate in Risk Management (ARM) preferred. Excellent sales capabilities; outstanding verbal and written communication skills.

Behaviors:
Position requires excellent communication skills.

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)