Account Executive - Employee Benefits
@ Gallagher Benefit ServicesAccount Executive - Employee Benefits
About the job
Gallagher Benefit Services helps organizations with benefit strategies, wellbeing programs, and workforce solutions. The Senior Account Executive manages client accounts, drives revenue growth, and ensures excellent service, shaping the future of work while fostering collaboration and innovation.
Requirements
- 5+ years client service experience
- Claims management experience
- Supervisory experience
- Proficient in technology
- Strong communication skills
Qualifications
- Bachelor's degree or 10+ years experience
- Life and Health licensing
- Travel up to 35%
- Financial acumen
- Customer-focused traits
Full job description
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
• Bachelor's degree with 7+ years’ client service and/or claims management experience.
• Must hold appropriate licensing as required and be able to travel up to 50% of the time.
• Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
• Previous experience in managing client relationships is essential.
• Must possess strong written and verbal communication skills.
Preferred:
• Insurance knowledge.
• Life and Health License, as well as solid financial acumen.
Behaviors:
• Is willing to go the "Extra Mile" to achieve results that benefit the client, the Branch and Gallagher.
• Ability to develop professional relationships with internal and external stakeholders.
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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