Account Executive Assistant

Gallagher•Holly Springs, 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 Pierce Group Benefits, a Gallagher Company, is currently the largest provider of employee benefits consulting and administration in North Carolina’s public sector. Our firm is a full-service employeebenefits brokerage that builds comprehensive benefits packages for employers in NorthCarolina, South Carolina, and Virginia. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. We are seeking an individual who is self-motivated, possesses a strong work ethic, organizational skills, and willingness to partner with our Account Executive team. The main responsibilities of an Account Executive Assistant are to provide support and service to our AE team.

Requirements

High School diploma/equivalent plus 1 year directly applicable experience.
Proficiency in Microsoft Office and basic math skills.

Nice To Haves

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

Responsibilities

Assist Account Executives in the creation and review of documents that are used in the enrollment process.
Ability to collaborate with and support cross-functional teams
Regularly update documents that are kept in various depositories and are referenced by internal stakeholders.
Prepping physical copies of documents that will be inspected and reviewed by external stakeholders as well as internal.
Aid in the creation, tracking, and submission of enrollment schedules.
Prepare and update forms.
Upload and track sensitive information in electronic ticketing system.
Analyze entries in electronic ticketing system for missing information and communicate with clients to obtain missing information.
Speak with carriers via phone or email regarding research questions and changes.
Record minutes and manage agendas for multiple regularly occurring meetings.
Demonstrating good judgment in solving problems as well as identifying problems in advance, and proposing solutions
Ensuring prompt and consistent delivery including closed-loop communications with all internal/external parties
Other duties as assigned

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