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Gallagher

Account Executive, Employee Benefits

Posted 2 months ago
5-10 years experience
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AI Summary

The Account Executive manages a portfolio of client accounts to drive revenue growth, client retention, and satisfaction. They act as the primary lead for client strategy, renewals, and the delivery of high-quality service consistent with operational standards.

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.
 

Overview

The Account Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the proactive management of an assigned group of client accounts of moderate to high complexity. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. 


How you'll make an impact

  • Independently managing accounts of increasing complexity
  • Growing revenue by successfully counseling clients on additional business opportunity via cross-selling & up-selling
  • Driving Client Service Cycle (Strategy, Renewals, Open Enrollment)
  • Acts as the client lead, driving strategy
  • Financial management of client accounts, presenting annual projections, renewals and discussing contribution strategies
  • Delivering high quality client service consistent with AJG operational standards and practices, and achieving operational productivity and performance metrics consistently

Further responsibilities include:

  • Ability to manage internal team to ensure timely execution of quality client deliverables
  • Growing and profitably managing an assigned group of client accounts successfully
  • Building relationships with existing clients by providing exceptional ongoing customer care
  • Seeking referrals from current client base to solicit new business prospects, and securing existing business and actively driving the sale of additional services
  • Supporting the business priorities of Branch Managers
  • May offer training, development, and/or supervision to lower-level staff

About You

Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Appropriate Life and Health licensing is required.

Preferred: Previous insurance knowledge and experience managing large market client relationships. Solid financial acumen. Must be available to travel up to 35% of the time. 

Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.


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)

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