Account Coordinator, Employee Benefits [NE]

Arthur J. Gallagher•Greensboro, NC

About The Position

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 Coordinator provides support at the direction of the Account Executives and Producers. The Account Coordinator is responsible for securing quotes, compiling the necessary data and creating marketing presentations. The Ideal Candidate You are detail oriented and organized-you thrive on managing multiple projects. You have a strong sense of teamwork, and you are highly dependable You are communicative and able to be effective via written and oral communication If this sounds like you, we invite you to keep reading and apply!

Requirements

Required: High School diploma/equivalent plus 1 year directly applicable experience.
Proficiency in Microsoft Office and basic math skills.
Exceptional organizational skills
Proficient in using technology as a tool to maximize productivity and quality.
Strong written and verbal communication skills.

Nice To Haves

Preferred: Associate's degree, professional certification, or equivalent training and experience preferred.
Previous experience managing client relationships.

Responsibilities

Client Support: Support in client retention by maintaining a positive image with the client
Assist with creating open enrollment guides
Finalize client presentations for new business and renewal meetings
Assist with gathering information related to underwriting, data analytics, marketing, and HR services through internal AP departments and outside vendor partners
Maintain relationship with carriers and initiate/coordinate meeting with carriers.
Account Management: Enters accurate client information into agency management system and exports data as needed.
Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers.
Prepares all required client facing proposal and documents for the AE and assist in tracks data, changes, and client specific information.
Insurance Expertise: Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge.
Maintains carrier updates and bulletins in a shared document environment. Assists in coordinating and scheduling meetings with carriers as instructed by AE.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program