Sr. Account Executive

Overview

We are hiring for a hybrid Sr Account Executive to work with risk management solutions for our growing local client base. If you have employee benefits experience working for a broker, enjoy working with Large Groups and are highly proficient in the self‑funding insurance arena, and are an attention‑to‑detail type of person who feels correctness is key, we want to hear from you.

We are looking for candidates who reside in the greater Maryland area.

• The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through day-to-day account management of an assigned group of client accounts of moderate to high complexity.
• This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction; enhancing the company’s value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.
• The CS Executive’s primary areas of focus are: supporting the business priorities of managers and production team members, independently managing accounts of increasing complexity, growing revenue by successfully counseling clients on additional business opportunity via cross-selling and up-selling, driving client service cycle, delivering high quality client service consistent with operational standards and practices, and achieving operational productivity and performance metrics consistently.
• Further responsibilities include growing and profitably managing an assigned group of client accounts, building relationships with existing clients by providing exceptional ongoing customer care, seeking referrals from current client base to solicit new business prospects, and securing existing business and actively driving the sale of additional services.
• Acts as a strategic relationship manager and client liaison.
• Provides oversight in the sale of products/services by enhancing sales or services to prospects and existing accounts.
• May offer training, development, or supervision to lower‑level staff.

Required: Bachelor’s degree with 7+ years of client service and/or claims management experience. Must hold appropriate licensing as required and be able to travel up to 50% of the time. Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality. Previous experience in managing client relationships essential. Must possess strong written and verbal communication skills.

Preferred: Insurance knowledge. P&C experience preferred, as well as solid financial acumen.

Behaviors: Willing to go the “Extra Mile” to achieve results that benefit the client, the branch and the company. Ability to develop professional relationships with internal and external stakeholders. Demonstrates composure, stamina and resilience under pressure. Ability to work collaboratively within a team as well as independently.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Minimum core 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

Other benefits include:

• 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 overall wellbeing
• Charitable matching gift program
• And more…

We…