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About the Role
The Account Manager is responsible for the day-to-day account management for small to mid-sized clients that are routine/moderately complex client accounts.
Responsibilities
- Present benefits packages, renewal strategies, and compliance information to clients and stakeholders
- Manage client billing inquiries, invoicing, and policy renewals
- Maintain accurate client account records and CRM data
- Administer benefits administration processes, including eligibility, new hire/termination processing, COBRA, and payroll coordination
- Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients
- Leads appropriate resources to address the client's risk/capital management needs
- Secures existing business and drives the sale of additional services and coverage levels
- Cultivates relationships with the most senior buyer in the client organization as well as with day-to-day client representatives and buyers
- Has retention goals for assigned group of accounts
- May coordinate the work of administrative support and customer service
- May support an Account Executive or a Broker Producer and is the first line of contact when the Account Executive or Broker/Producer is not available
- Other duties as assigned
Requirements
- Bachelors degree plus 3 or more years client coordination and/or claims management experience --or--High School diploma/GED with 8 or more years client coordination and/or claims management experience
- Appropriately licensed and/or certified - Life & Health Producers license.
- General industry knowledge in employee benefits
- Experience with configuring benefit enrollment platforms
- Able and willing to travel approximately 25% of the time, including potential overnight stays.
Skills
- Excellent verbal and written communication skills
- Critical thinking and good judgment to quickly determine and prioritize key issues
- Meeting facilitation skills - able to professionally conduct large group meetings
Location
- Phoenix, AZ
Work Type
- Hybrid
Experience Level
- 3+ years client coordination and/or claims management experience
- 8+ years client coordination and/or claims management experience
Education Level
- Bachelors degree
- High School diploma/GED
Benefits
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
About the Company
- Gallagher helps clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.
- Kairos, a subsidisary of Gallagher, is a global leader in insurance, risk management and consulting services.
- We help businesses grow, communities thrive and people prosper.
- We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets.
- A culture driven by our people, over 70,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
Equal Opportunity
- Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)