Account Manager

Gallagher•Tampa, FL

1d•Hybrid

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. An Account Manager is a supportive role where creativity, initiative and execution come together in this single, dynamic position. To be a successful Account Manager, one must be very organized and a forward thinker. The clients, our partners and our internal stakeholders are counting on an Account Manager to connect the dots of service and solutions daily.

Requirements

Bachelor's degree with 0+ years client service and/or claims management 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

Bachelor’s degree in business management or a related field, preferred but not required.
One to three years’ experience in employee benefit account management preferred.
Life and Health Agent’s License preferred but not required.
Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel.
Knowledge of Selerix, Employee Navigator, JIRA and Benefit Point are preferred.
Client Relationship Management
Communication
Problem Solving
Attention to Detail
Time Management
Team Collaboration
Adaptability

Responsibilities

Responsible for ensuring timely and accurate communication, regarding client inquiries and managing client expectations.
Develops effective solutions to participant issues and effectively communicates them to the client in both verbal and written formats with minimal guidance.
Partners with members of Client Services, Data Management, Enrollment Services and Marketing departments to address specific operational inquires and challenges.
Works well in a metrics-driven environment, with an emphasis on efficiency and individual production.
Consistently complies with applicable policies and procedures while performing assigned tasks.
Initiates ongoing and enhanced usage of key service features to promote client education and satisfaction with minimal guidance.
Assists Account Executives with the successful implementation of new cases (documentation in writing on processes and procedures specific to client).
Shares advanced knowledge of existing and emerging tools/systems.
Accurately processes client and carrier updates in internal systems, maintaining up-to-date records and ensuring compliance with service standards.
Update ticketing system and properly input data in multiple systems.
Review the carrier's discrepancy report, investigate the error, and take appropriate action (update system, communicate with client, or send clarification to carrier) for all assigned cases with minimal guidance.
Responsible for conducting monthly audits of carrier reports to identify discrepancies, ensure data accuracy, and coordinate necessary follow-up actions.
Develops and maintains client-specific standard operating procedures (SOPs) to ensure alignment with contractual requirements and operational best practices.
During all meetings, the individual is responsible for diligently taking notes to ensure accurate record-keeping of discussions and decisions. When acting as the meeting host, it is expected that a detailed recap is prepared and sent to all attendees promptly after the conclusion of the call. This process supports clear communication and effective follow-up among participants.
Assist in the training of new account managers by providing guidance on established processes and procedures, sharing knowledge of key service features, and offering support to ensure a smooth onboarding experience. This includes demonstrating the use of internal systems, clarifying client-specific requirements, and promoting best practices to facilitate effective integration into the team.
Provides support for additional projects and responsibilities as needed

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