Senior Employee Benefit Account Executive

Gallagher•Village of Port Chester, NY

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. How you'll make an impact The Senior Employee Benefits Account Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts of moderate to high complexity. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. The Senior Employee Benefit Account Executive's primary areas of focus are; Supporting the business priorities of Branch Managers, production team members, and the client service function, independently managing accounts of increasing complexity, growing revenue by successfully counseling clients on additional business opportunity via cross-selling & up-selling, driving Client Service Cycle, delivering high quality client service consistent with the agency's operational standards and practices, and achieving operational productivity and performance metrics consistently. Further responsibilities include; Growing and profitably managing an assigned group of client accounts successfully, building relationships with existing clients by providing exceptional ongoing customer care, seeking referrals from current client base to solicit new business prospects, and securing existing business and actively driving the sale of additional services. Acts as a strategic relationship manager and client liaison. Provides oversight in the sale of products/services by enhancing sales or services to prospects and existing accounts. May offer training, development, and or supervision to lower-level staff. Develops and maintains strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed. Fluent in the client’s industry and current events that can modify the coverages needed Reviews changes in carrier offerings and policies and relays information to the larger service team Facilitates and collaborates with account team on the agency’s renewal strategy Provides clients with tailored benefit programs and reviews methods of handling risks. Identifies and explains gaps in program. Works with the producer to write new business. Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.

Requirements

Bachelor's degree with 7+ years client service and/or claims management experience.
Must hold appropriate licensing as required.
Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
Previous experience in managing client relationships essential.
Must possess strong written and verbal communication skills.

Nice To Haves

Insurance knowledge.
Self-funding experience preferred but not required.
Willing to go the "Extra Mile" to achieve results that benefit the client, the Branch and Gallagher.
Ability to develop professional relationships with internal and external stakeholders.
Demonstrates composure, stamina and resilience under pressure.
Ability to work collaboratively within a team as well as independently.

Responsibilities

Expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts of moderate to high complexity.
Supporting the business priorities of Branch Managers, production team members, and the client service function.
Independently managing accounts of increasing complexity.
Growing revenue by successfully counseling clients on additional business opportunity via cross-selling & up-selling.
Driving Client Service Cycle.
Delivering high quality client service consistent with the agency's operational standards and practices.
Achieving operational productivity and performance metrics consistently.
Growing and profitably managing an assigned group of client accounts successfully.
Building relationships with existing clients by providing exceptional ongoing customer care.
Seeking referrals from current client base to solicit new business prospects.
Securing existing business and actively driving the sale of additional services.
Acting as a strategic relationship manager and client liaison.
Providing oversight in the sale of products/services by enhancing sales or services to prospects and existing accounts.
Offering training, development, and or supervision to lower-level staff.
Developing and maintaining strong personal relationships with appropriate insurance carrier personnel.
Proficient in enrollment and program guidelines; can negotiate with providers as needed.
Being fluent in the client’s industry and current events that can modify the coverages needed.
Reviewing changes in carrier offerings and policies and relaying information to the larger service team.
Facilitating and collaborating with account team on the agency’s renewal strategy.
Providing clients with tailored benefit programs and reviewing methods of handling risks.
Identifying and explaining gaps in program.
Working with the producer to write new business.
Educating clients concerning the regulatory environment and assisting clients with compliance issues as necessary.