About The Position

The Account Manager Associate plays an integral role in the efficient and effective functioning of the Gallagher Benefits Services (GBS) client relations team. By providing exceptional service to internal client groups, you empower our revenue-generating teams to focus on their goals & objectives, thereby having a direct impact on the firm's bottom line!

Requirements

  • Proven relationship building skills across diverse audiences within a matrixed corporate environment
  • Highly accurate data entry and self-auditing skills
  • High level of learning agility coupled with a natural curiosity and desire to grow professionally
  • Confidence to both accomplish tasks as required and to ask for assistance when appropriate

Responsibilities

  • Build and maintain exceptional professional working relationships with the client relations & production teams.
  • Accurate & timely processing of new account data entry into a CRM platform, including data needed for policy renewals, contract updates, contact changes, group benefit carrier changes, etc.
  • Support data gathering and input into MS Excel and PowerPoint, etc.
  • Monthly client invoicing using multiple platforms, both internal & external
  • Monthly billing audits
  • Operations management assistance, such as general administration for mail/office supplies, records retention, site resiliency, monitoring of fax inbox and direct client phone calls as needed
  • Individual insurance administrative assistance & records retention in addition to working on carrier sites for client updates
  • Ongoing learning regarding GBS product & service offerings in order to best support internal clients and your own professional development

Benefits

  • Flexible medical & dental coverage to meet your household's needs
  • Life, Dependent Life and AD & D Insurance options
  • Retirement savings including RRSP including a company match, TFSA, pension and more
  • Employee Stock Purchase Plan
  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership (GoodLife Fitness)
  • Opportunity for flexible work arrangements
  • Paid sick days & personal days
  • Employee education recognition program
  • Employee referral bonus program
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