Account Management Associate & Operations Coordinator; Gallagher Services

Overview

The Account Manager Associate plays an integral role in the efficient and effective functioning of the Gallagher Benefits Services (GBS) client relations team. By providing exceptional service to internal client groups, you empower our revenue-generating teams to focus on their goals & objectives, thereby having a direct impact on the firm's bottom line!

• Build and maintain exceptional professional working relationships with the client relations & production teams.
• Accurate & timely processing of new account data entry into a CRM platform, including data needed for policy renewals, contract updates, contact changes, group benefit carrier changes, etc.
• Support data gathering and input into MS Excel and PowerPoint, etc.
• Monthly client invoicing using multiple platforms, both internal & external.
• Monthly billing audits.
• Operations management assistance, such as general administration for mail/office supplies, records retention, site resiliency, monitoring of fax inbox and direct client phone calls as needed.
• Individual insurance administrative assistance & records retention in addition to working on carrier sites for client updates.
• Ongoing learning regarding GBS product & service offerings in order to best support internal clients and your own professional development.

• Proven relationship building skills across diverse audiences within a matrixed corporate environment.
• Highly accurate data entry and self‑auditing skills.
• High level of learning agility coupled with a natural curiosity and desire to grow professionally.
• Confidence to both accomplish tasks as required and to ask for assistance when appropriate.

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

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Flexible medical & dental coverage to meet your household's needs.
• Life, Dependent Life and AD & D Insurance options.
• Retirement savings including RRSP including a company match, TFSA, pension and more.
• Employee Stock Purchase Plan.

Other benefits include:

• Educational expense reimbursement.
• Employee assistance programs.
• Discounted gym membership (Good Life Fitness).
• Opportunity for flexible work arrangements.
• Paid sick days & personal days.
• Employee education recognition program.
• Employee referral bonus program.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Artificial intelligence (AI) is not used to screen, assess or select applications for a position within Gallagher. Gallagher’s AI tool is used to assist in collecting information from the candidate, ask screening questions, and schedule interviews. However, the AI tool does not make any decisions with respect to any of the information, other than identifying candidates who may meet certain pre‑determined qualifications.