Account Executive

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.

Assured Partners is a leading insurance brokerage that prides itself on delivering more than insurance expertise. Our teams provide the highest level of service, tailored solutions, and forward-thinking risk management strategies that truly set us apart. With a culture based on integrity, collaboration, and technical excellence, we are proud to offer our clients, and our employees, the very best in the insurance industry.

As part of Gallagher, you will be joining a team that delivers more than policies; you will provide proactive risk management consulting, innovative solutions, and an unmatched level of client service.

Client Support

• Leads meetings with clients, including meetings at client locations.
• Responsible for providing comprehensive client support and acts as main client contact for book of business. Provides proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications.
• Effectively manages difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details.
• Support in client retention by maintaining a positive relationship and image with clients.

Account Management

• Prepares for and lead open enrollment meetings.
• Reviews and supports in enrollment, benchmarking, financial and utilization data based on financial review standards.
• Negotiates and sells lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and directed by Agency management.
• Owns all audit, review and claims processes for assigned book of business.
• Analyzes data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Support maintenance of agency management system, communication system, and other tools.

Insurance Expertise

• Develops and maintains strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed.
• Fluent in the client’s industry and current events that can modify the coverages needed.
• Reviews changes in carrier offerings and policies and relays information to the larger service team.

Leadership

• Mentors or formally directs the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
• Facilitates and collaborates with account team on the agency’s renewal strategy.

Client Strategy

• Provides clients with tailored EB programs and reviews methods of handling risks. Identifies and explains gaps in program. Works with the producer to write new business.
• Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.

• Other duties as assigned.
• Some travel may be required.

Required:

Bachelor's degree with 3+ years client service and/or claims management experience
-OR
- High School degree/GED with 8+ years client service and/or claims management experience. Health and Life License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.

Preferred:
Previous insurance knowledge and experience managing client…