Account Executive

GallagherHolly Springs, NC

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions, helping clients build better workplaces where people feel supported, empowered, and inspired to thrive. The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch. This role directly contributes to key business outcomes such as 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.

Requirements

  • Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience.
  • Producer's License.
  • Ability to travel up to 25% of the time.
  • Proficiency in Microsoft Office.
  • Appropriate licensing as required.

Nice To Haves

  • Previous insurance knowledge and experience managing client relationships.
  • Solid financial acumen.
  • 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.

Responsibilities

  • Deliver high quality and efficient service to both internal and external clients through day-to-day account management of an assigned group of accounts.
  • Consistently meet or exceed CSO revenue benchmark expectations.
  • Contribute to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to clients and prospects, achieving operating/margin targets, and fostering a culture of performance and continuous improvement.
  • Successfully and profitably manage an assigned group of accounts.
  • Build and solidify relationships with existing clients by providing exceptional ongoing care.
  • Take a leadership role in the renewal process, in partnership with the Production team, ensuring the best possible solution is delivered to the client in a high-quality & timely manner.
  • Secure existing business and drive the sale of additional services and lines of coverage.
  • Cultivate relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers.

Benefits

  • Competitive and comprehensive compensation package.
  • 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
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