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About the Role

As a Senior Employee Benefits Account Executive at Gallagher Benefit Services, you will be a trusted partner to organizations, helping them navigate important people decisions and build better workplaces. You will expand existing relationships and deliver high-quality service to clients through account management of moderately to highly complex accounts. This role contributes to key business outcomes including revenue growth, client retention, and client satisfaction.

Responsibilities

Expand existing relationships and deliver 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.
Support the business priorities of Branch Managers, production team members, and the client service function.
Independently manage accounts of increasing complexity.
Grow revenue by counseling clients on additional business opportunities via cross-selling & up-selling.
Drive the Client Service Cycle.
Deliver high-quality client service consistent with the agency's operational standards and practices.
Achieve operational productivity and performance metrics consistently.
Grow and profitably manage an assigned group of client accounts successfully.
Build relationships with existing clients by providing exceptional ongoing customer care.
Seek referrals from current client base to solicit new business prospects.
Secure existing business and actively drive the sale of additional services.
Act as a strategic relationship manager and client liaison.
Provide oversight in the sale of products/services by enhancing sales or services to prospects and existing accounts.
Offer training, development, and/or supervision to lower-level staff.
Develop and maintain strong personal relationships with appropriate insurance carrier personnel.
Be proficient in enrollment and program guidelines and negotiate with providers as needed.
Be fluent in the client’s industry and current events that can modify the coverages needed.
Review changes in carrier offerings and policies and relay information to the larger service team.
Facilitate and collaborate with the account team on the agency’s renewal strategy.
Provide clients with tailored benefit programs and review methods of handling risks.
Identify and explain gaps in programs.
Work with the producer to write new business.
Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary.

Requirements

Bachelor's degree.
7+ years client service and/or claims management experience.
Must hold appropriate licensing as required.
Ability to travel up to 50% of the time.
Proficiency in Microsoft office applications.
Proficiency in using technology as a tool to maximize productivity and quality.
Previous experience in managing client relationships is essential.
Must possess strong written and verbal communication skills.
Willingness 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.

Skills

Client service
Claims management
Microsoft office applications
Technology utilization
Client relationship management
Written communication
Verbal communication
Insurance knowledge
Self-funding knowledge

Experience Level

Senior

Education Level

Bachelor's degree

Benefits

Competitive compensation
Comprehensive benefits programs designed to support your well-being
Career development opportunities and ongoing learning
A collaborative, people-first culture with accessible leadership
The opportunity to do meaningful work with global reach and local impact

About the Company

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.

Equal Opportunity

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