Senior Account Manager, Retirement Services

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.

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.

Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of moderate to high complexity. Builds, expands, and solidifies relationships with existing clients at all levels within the company. Has retention goals for assigned group of accounts. Assess and prioritizes client needs in a timely manner. Identifies and helps clients to focus on their most critical needs.

Sets and communicates clear and realistic expectations. Reviews/approves all key client deliverables. Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process. Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements. Contributes to the development of functional strategy. Leads project teams to achieve milestones and objectives.

May supervise day-to-day work of junior level employees, but does not typically have formal management role.

Required: Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience. Excellent oral, written communication, organizational skills, negotiation and time management skills. Excellent presentation skills. Experience in defined contribution plan design, governance, compliance, and administration. Working knowledge of Microsoft Office Suite. Travel required (25%).

Preferred but not required: Master's degree or professional certification preferred. 5 years related experience in professional services businesses.

Series 65 license required or open to obtaining within the first 6 months of employment.

Behaviors: Use of sound judgment of all client interactions. Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities. Ability to work under the pressure of deadlines. High degree of business technology awareness and its applications to workplace efficiencies. Ability to manage multiple priorities and deadlines. Effectively handle large, long-term projects as well as manage the details associated with everyday tasks.

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…