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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)