Self-Funded Account Manager - EB

Gallagher • Orlando, FL

5d

About The Position

Ballator Insurance Group, now part of Gallagher, is a national insurance organization that delivers specialized insurance solutions to niche industry groups. Within Ballator, First Florida Insurance Brokers (FFIB) operates as a retail insurance agency focused on serving public entities and nonprofit organizations. FFIB provides access to a wide range of premier programs tailored specifically for these sectors, supported by strong market relationships, specialized coverage options, and deep industry expertise. First Florida Insurance Brokers (FFIB) is positioned to offer clients even greater resources, expanded capabilities, and long‑term support. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. We are seeking a client-focused Self-Funded Account Manager to join our team. In this role, you will be responsible for managing and servicing large self-funded EB accounts, ensuring client satisfaction, and delivering tailored solutions that align with their business needs. You will act as a trusted advisor, building strong relationships with clients while collaborating with internal teams to provide exceptional service.

Requirements

• Bachelor’s degree in business, Insurance, Risk Management, or a related field (or equivalent experience).
• Minimum of 3 years of experience in self-funded account management, employee benefits, or a related field.
• Strong knowledge of self-funded insurance plans, stop-loss coverage, and claims management.
• Excellent communication, negotiation, and relationship-building skills.
• Proficiency in analyzing data and presenting actionable insights to clients.
• Ability to manage multiple accounts and prioritize tasks effectively.

Nice To Haves

• Relevant certifications (e.g., CEBS, RHU, or similar) are a plus.

Responsibilities

• Serve as the primary point of contact for self-funded clients, addressing their needs and ensuring satisfaction.
• Develop and maintain strong relationships with clients, carriers, and vendors.
• Analyze client data, claims, and trends to provide strategic recommendations and cost-containment solutions.
• Collaborate with internal teams, including production to design and implement customized self-funded insurance programs.
• Conduct regular client meetings to review plan performance, financials, and compliance updates.
• Stay informed about industry trends, regulatory changes, and emerging solutions in the self-funded space.
• Assist in the renewal process, including negotiating terms with carriers and vendors.
• Provide training and education to clients on self-funded plan management and compliance requirements.
• Maintain monthly reporting and deliverables

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