Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Technical Account Manager provides day-to-day management and client service support for assigned clients, acting as a liaison between clients, brokers, vendors, and internal resources. This role requires expertise in employee benefits, compliance, and advanced Excel skills to manage and service multiple clients effectively.

Responsibilities

• Act as client’s advocate and main 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 abreast of current news, legislation, technologies, and trends in the employee benefits industry
• Drive the renewal process from beginning to end, including reporting, quote request submission, and coordination with internal departments
• Serve as a primary resource for benefits administration support for assigned clients
• Partner 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
• Prepare recurring and ad hoc reporting for clients, brokers, vendors, and internal stakeholders
• 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 established service level agreements (SLAs) and client expectations
• Develop expertise in legislation pertaining to government contracting
• Assist in the open enrollment process and all related activities
• Renew and grow book of business
• Comply with company policies and procedures for data privacy and confidentiality, including SOC controls, and HIPAA Privacy and Security regulations

Requirements

• Bachelor’s degree or equivalent education and related experience
• Minimum 1 year of experience in an account management role preferred
• 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
• Experience working with benefits administration systems, HRIS platforms, carrier portals, and data interfaces preferred
• Willingness to travel to client offices

Skills

• Employee benefits industry knowledge
• Services Contract Act expertise
• Davis Bacon Act expertise
• Health insurance and compliance knowledge
• Advanced Microsoft Excel functions (pivot tables, VLOOKUP/XLOOKUP, data validation, reconciliations)
• Benefits administration systems
• HRIS platforms
• Carrier portals
• Data interfaces
• Project management
• Data analysis
• Reporting

Location

• Client offices (for travel)

Work Type

• Full-time

Experience Level

• 1+ years in account management preferred

Education Level

• Bachelor's degree or equivalent

Benefits

• Competitive compensation
• Comprehensive benefits programs designed to support well-being
• Career development opportunities and ongoing learning
• Collaborative, people-first culture with accessible leadership
• Opportunity to do meaningful work with global reach and local impact

About the Company

• Gallagher helps clients face risk with confidence, enabling them to grow, lead, and innovate.
• Gallagher is a global leader in insurance, risk management, and consulting.
• Boon, now part of Gallagher, specializes in designing wholesale employee benefit solutions.
• Boon has long-standing carrier partner relationships and a creative approach to benefit programs.
• Boon creates compliant, cost-effective, and competitive employee benefit products.

Equal Opportunity

• Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)