Account Manager, Employee Benefits
About The Position
We are seeking a detail-oriented and customer-focused Account Manager to support our Sales team. In this role, you will work closely with Internal Sales Agents to enroll clients in the Kentucky Exchange (KYNECT) portal and ensure accurate entry of client and policy information into our CRM system. This position plays a key role in delivering excellent service and operational support to both clients and internal stakeholders. At Agentlink, now part of Gallagher our AgentLink Concierge Services team works with agents to support them in several ways. We will handle your Life, Senior and Benefit business seamlessly – and be as involved with your clients as you want us to be.
Requirements
- client service experience -OR- High School degree/GED with 3+ years client service and/or claims management experience
- Producer's License
- Proficiency in Microsoft Office
- Appropriate licensing as required
Nice To Haves
- Previous insurance knowledge and experience managing client relationships
Responsibilities
- Partner with Internal Sales Agents to successfully enroll clients through the KYNECT (Kentucky Exchange) portal
- Accurately submit and manage client enrollments in the exchange system
- Enter and maintain client and policy information within the company CRM system
- Ensure data accuracy and completeness across all platforms
- Provide responsive, high-quality support to Account Managers and broader team
- Assist with administrative tasks and additional 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
