Account Representative, Retirement Plans

Gallagher • Harrisburg, PA

9h

About The Position

The Account Representative plays a key role in assisting clients and brokers with the daily administration of retirement plans. In this position, you’ll manage a defined portfolio of simpler plans, with no renewal goals associated with the role. You’ll collaborate closely with senior team members, gaining valuable experience and building a strong foundation in 401(k) plan services. This role is ideal for individuals who enjoy problem-solving, communicating effectively, and contributing to work that empowers people to plan for their financial future.

Requirements

• A high school diploma or GED is required.
• At least 1 year of experience in client service, benefits administration, or a related field.
• Strong communication skills, both written and verbal, with the ability to convey information clearly and professionally.
• Exceptional attention to detail and a commitment to meeting deadlines.
• A proactive approach to researching solutions and seeking guidance when necessary.
• A dedication to providing timely, high-quality service in every interaction.

Nice To Haves

• Appropriate license
• Relevant licenses or certifications.
• Credentials such as ASPPA, QKA, or higher.
• Familiarity with ERISA rules and guidelines.

Responsibilities

• Respond to calls and messages regarding 401(k) plans, providing clear and accurate guidance.
• Investigate and resolve service-related inquiries, escalating complex issues as needed.
• Collaborate with carriers, brokers, and internal teams to ensure tasks are completed efficiently.
• Conduct year-end reviews and prepare required government documentation.
• Assist with compliance testing and perform data validation checks.
• Analyze proposals and manage data organization in spreadsheets.
• Contribute to the preparation of client-ready reports and presentations.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees