Employee Benefits Coordinator

Gallagher•Cockeysville, MD

12d•Onsite

About The Position

The Account Coordinator supports Account Executives and Producers by securing quotes, compiling data, creating marketing presentations, and completing administrative functions. The role supports client retention, prepares materials for open enrollment and client meetings, gathers information from internal departments and external vendors, and coordinates with insurance carriers. It also involves maintaining accurate client records, preparing and distributing requests for proposals, tracking client-specific information, and learning about industry trends. This position is fully onsite at the Hanover office.

Requirements

High school diploma or equivalent.
At least 1 year of directly applicable experience.
Proficiency in Microsoft Office.
Basic math skills.
Exceptional organizational skills.
Proficiency in using technology to maximize productivity and quality.
Strong written and verbal communication skills.

Nice To Haves

Associate's degree, professional certification, or equivalent training and experience.
Previous experience managing client relationships.

Responsibilities

Support client retention by maintaining a positive image with clients.
Assist with creating open enrollment guides.
Finalize client presentations for new business and renewal meetings.
Gather information related to underwriting, data analytics, marketing, and HR services through internal AP departments and outside vendor partners.
Maintain relationships with carriers and initiate or coordinate meetings with them.
Enter accurate client information into the agency management system and export data as needed.
Obtain information needed to prepare requests for proposals, distribute RFPs to identified markets, and ensure carriers meet RFP deadlines.
Prepare client-facing proposals and documents for the Account Executive and assist with tracking data, changes, and client-specific information.
Study industry trends and pursue self-directed learning to increase industry knowledge.
Maintain carrier updates and bulletins in a shared document environment.
Assist with coordinating and scheduling carrier meetings as instructed by the Account Executive.