Account Manager

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters;

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
  • Maintain accurate client information to provide day‑to‑day client support and address intermediate‑level client inquiries.
  • Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
  • Conduct quarterly service status calls to assigned book of business clients.
  • Assist in completion and processing of applications; schedule, prepare for, and support open enrollment meetings.
  • Support in client retention by maintaining a positive relationship and image with clients.
• Account Management
  • Support in enrollment, benchmarking, financial and utilization data based on financial review standards.
  • Maintain all client information in accordance with both company procedures and HIPAA regulations. Follow company procedures in order to achieve positive audit results.
  • Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Work with carrier to ensure accuracy of client information and forms. Communicate any outstanding or impactful topics from the carrier back to the client.
  • Oversee installation of the group on renewal. Finalize enrollment with carrier and report the results to team members.
  • Support maintenance of agency management system, communication system, and other tools.
  • Collect forms/data/schedules for regulatory compliance.
• Insurance Expertise
  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; review quotes for gaps and assist with inquiries from the carrier.
  • Update Benefit Point in a timely manner including updates to on‑going activity.
• Other duties as assigned.

• Bachelor's degree and 2‑5 years of related experience and/or training
• Life and health License license required
• Working knowledge of available employee benefits coverages based on business and industry
• Proficient in providing client service through electronic, telephone, and in‑person interaction
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
• Good verbal and written communication skills.

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…