Account Representative

Gallagher • Brookfield, WI

18h • Hybrid

About The Position

National Insurance Services (NIS) is looking for an Account Representative who is passionate about client service, relationship‑building, and helping organizations manage their insurance programs with confidence. If you enjoy a mix of client interaction, problem‑solving, and collaborative teamwork, this role offers a rewarding blend of service and growth opportunities. This hybrid position focuses on client service and retention, with the added opportunity to uncover and support new sales opportunities. You’ll work directly with the Senior Account Representative Manager and partner closely with regional Sales & Service teams and internal departments.

Requirements

• Bachelor's degree and 3 or more years client coordination and/or claims management experience, OR High School degree with 8 or more years client coordination and/or claims management experience.
• License required.
• Able and willing to travel approximately 25% of the time.
• Ability to travel a minimum 50% of the time
• Basic literacy in Microsoft Office programs (Outlook, Word, EXCEL, and PowerPoint) required
• Must be organized & can prioritize according to company initiatives
• Comfortable in group and presentation settings
• Ability to work in both individual and team settings
• Excellent written and verbal communication skills
• Analytical ability is required to be able to analyze and identify problems, offer proposed solutions, and implement agreed-upon solutions
• Ability to read and understand contract language
• High attention to detail
• MN/WI Life and Health License or ability to acquire those licenses within 6 weeks of the date of hire
• Must reside in MN or Western WI

Nice To Haves

• Human Resources and/or past insurance experience highly desired
• Life, Disability, Dental, Vision, and Supplementary Insurance background highly desired
• Strong knowledge of leave administration highly desired

Responsibilities

• Serve as the primary point of contact for assigned field clients in Minnesota and Wisconsin
• Conduct proactive Best Practice and service reviews to ensure proper plan administration and reduce client liability
• Act as a liaison between clients, NIS, partner brokers, and insurance carriers/administrators
• Support clients through needs analysis, cross‑sell identification, renewal and rate reviews, provision change requests, market bidding, gap analysis, and employer/employee education
• Present confidently to small and large groups
• Communicate insurance terminology and benefits clearly and professionally

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