Technical Account Manager

Gallagher•Austin, TX

2d•Onsite

About The Position

At Boon, now a part of Gallagher, we specialize in designing wholesale employee benefit solutions to meet the unique needs of employers. Our long-standing carrier partner relationships and creative approach to benefit programs, allow us to create products that are compliant, cost-effective, and, above all, competitive. 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. Boon has an exciting career opportunity for a Technical Account Manager. The Technical Account Manager provides the day-to-day management and client service support for assigned clients. They will serve multiple clients with various employee benefits and act as a liaison between the clients, brokers, vendors and internal Company resources and departments. They serve as a subject matter expert on the Services Contract Act and the Davis Bacon Act and other health insurance and compliance arenas.

Requirements

Bachelor’s degree or equivalent education and related experience.
Group 1 insurance license (must have or obtain in the first 90 days of employment).
Advanced Microsoft Excel skills, including data analysis, reconciliation, and reporting.
Ability to analyze complex eligibility, enrollment, and billing issues and recommend solutions.
Strong organizational and project management skills with the ability to manage multiple priorities simultaneously.
Must be willing to travel to client offices.

Nice To Haves

Experience in the employee benefits industry a plus.
Minimum 1 year of experience in an account management role preferred.
Experience working with benefits administration systems, HRIS platforms, carrier portals, and data interfaces preferred.

Responsibilities

Act as client’s advocate and main point of contact
Liaise with internal departments and decision makers
Keeps client informed of all day-to-day changes, billing or enrollment issues, compliance information, etc.
Ensures accurate and timely servicing of accounts
Stays abreast of current news, legislation, technologies and trends in the employee benefits industry
Drives renewal process from beginning to end including reporting, quote request submission, & coordination with internal departments
Serve as a primary resource for benefits administration support for assigned clients, partnering with internal teams, carriers, vendors, and brokers to ensure accurate and timely administration of benefit programs.
Manage and process day-to-day benefit administration activities, including employee enrollments, terminations, status changes, dependent updates, and Qualifying Life Event (QLE) requests.
Create, maintain, and analyze spreadsheets, reports, and client-specific deliverables utilizing advanced Excel functions such as pivot tables, VLOOKUP/XLOOKUP, data validation, and reconciliations.
Prepare recurring and ad hoc reporting for clients, brokers, vendors, and internal stakeholders related to enrollment activity, eligibility, compliance, billing, and operational performance.
Respond to and resolve member and client inquiries.
Document processes, procedures, client requirements, and system configurations to support operational consistency and knowledge sharing.
Monitor service requests and administrative workflows to ensure completion within established service level agreements (SLAs) and client expectations.
Develop expertise in legislation pertaining to government contracting.
Assists in the open enrollment process and all activities with the client, vendors and internal departments.
Renew and grow book of business
Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations.