Technical Account Manager

Gallagher•Austin, TX

80d

About The Position

Boon, now part of Gallagher, designs wholesale employee benefit solutions for employers. The Technical Account Manager provides day-to-day management and client service support for assigned clients, serving as a liaison among clients, brokers, vendors, and internal departments. The role supports multiple clients with employee benefits and serves as a subject matter expert on the Services Contract Act, the Davis-Bacon Act, health insurance, and related compliance areas. The position manages benefit administration activities, client inquiries, reporting, renewals, and open enrollment. It requires advanced Excel capabilities and coordination with internal teams, carriers, vendors, and brokers to ensure accurate, timely administration and service. The role also requires travel to client offices and compliance with company data privacy and confidentiality policies, including SOC controls and HIPAA Privacy and Security regulations.

Requirements

Bachelor’s degree or equivalent education and related experience.
Group 1 insurance license; must already have it or obtain it within 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, including the ability to manage multiple priorities simultaneously.
Willingness to travel to client offices.

Nice To Haves

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

Responsibilities

Act as clients’ advocate and primary point of contact.
Liaise with internal departments and decision makers.
Keep clients informed of day-to-day changes, billing or enrollment issues, and compliance information.
Ensure accurate and timely servicing of accounts.
Stay current on news, legislation, technologies, and trends in the employee benefits industry.
Drive the renewal process from beginning to end, including reporting, quote request submissions, and coordination with internal departments.
Provide benefits administration support for assigned clients, partnering with internal teams, carriers, vendors, and brokers.
Manage day-to-day benefit administration, including employee enrollments, terminations, status changes, dependent updates, and Qualifying Life Event requests.
Create, maintain, and analyze spreadsheets, reports, and client deliverables using advanced Excel functions such as pivot tables, VLOOKUP/XLOOKUP, data validation, and reconciliations.
Prepare recurring and ad hoc reporting on enrollment activity, eligibility, compliance, billing, and operational performance.
Respond to and resolve member and client inquiries.
Document processes, procedures, client requirements, and system configurations.
Monitor service requests and administrative workflows to ensure completion within service level agreements and client expectations.
Develop expertise in legislation pertaining to government contracting.
Assist with open enrollment and related activities involving clients, vendors, and internal departments.
Renew and grow the book of business.
Follow company policies and procedures for data privacy and confidentiality, including SOC controls and HIPAA Privacy and Security regulations.