Account Coordinator

Gallagher Benefit Services Account Coordinator

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.

The Account Coordinator provides support at the direction of the Account Executives and Producers. The Account Coordinator is responsible for securing quotes, compiling the necessary data, creating marketing presentations and various administrative functions.

The Ideal Candidate:

• You are detail oriented and organized—you thrive on managing multiple projects
• You have a strong sense of teamwork, and you are highly dependable
• You are communicative and able to be effective via written and oral communication
• You have a desire to grow into an Account Manager role

How you'll make an impact:

• Client Support: 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
• Account Management: 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.
• Insurance Expertise: 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

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.

Behaviors:
Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

Compensation and benefits 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)