Senior Account Manager, Retirement Services

Gallagher•City of White Plains, NY

11d

About The Position

Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of moderate to high complexity. Builds, expands, and solidifies relationships with existing clients at all levels within the company. Has retention goals for assigned group of accounts. Assess and prioritizes client needs in a timely manner. Identifies and helps clients to focus on their most critical needs. Sets and communicates clear and realistic expectations. Reviews/approves all key client deliverables. Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process. Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements. Contributes to the development of functional strategy. Leads project teams to achieve milestones and objectives. May supervise day-to-day work of junior level employees, but does not typically have formal management role.

Requirements

Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience
Excellent oral, written communication, organizational skills, negotiation and time management skills
Excellent presentation skills
Experience in defined contribution plan design, governance, compliance, and administration
Working knowledge of Microsoft Office Suite
Travel required (25%)
Use of sound judgment of all client interactions
Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities
Ability to work under the pressure of deadlines
High degree of business technology awareness and its applications to workplace efficiencies
Ability to manage multiple priorities and deadlines
Effectively handle large, long-term projects as well as manage the details associated with everyday tasks

Nice To Haves

Master's degree or professional certification preferred
5 years related experience in professional services businesses
Series 65 license required or open to obtaining within the first 6 months of employment

Responsibilities

providing consulting services to assigned client accounts
day-to-day account management for accounts of moderate to high complexity
Builds, expands, and solidifies relationships with existing clients at all levels within the company
Assess and prioritizes client needs in a timely manner
Identifies and helps clients to focus on their most critical needs
Sets and communicates clear and realistic expectations
Reviews/approves all key client deliverables
Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process
Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements
Contributes to the development of functional strategy
Leads project teams to achieve milestones and objectives
May supervise day-to-day work of junior level employees, but does not typically have formal management role

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