Account Manager

An Account Manager is a supportive role where creativity, initiative and execution come together in this single, dynamic position. To be a successful Account Manager, one must be very organized and a forward thinker. The clients, our partners and our internal stakeholders are counting on an Account Manager to connect the dots of service and solutions daily.

Job Details: 

• Pay: $51K/yr
• Hours: M-F 7am-4pm CST OR 8am-5pm EST
• In-office for the first 4 week - Hybrid after training, 2 in-office days (Monday and Tuesday), 3 work from home . 
• Locations: Must be within 30 minutes of any location. 
  • 6200 Savoy Dr., Houston TX
  • 13750 San Pedro, San Antonio TX
  • 2910 West Bay to Bay Blvd, Tampa FL

• Responsible for ensuring timely and accurate communication, regarding client inquiries and managing client expectations.
• Develops effective solutions to participant issues and effectively communicates them to the client in both verbal and written formats with minimal guidance.
• Partners with members of Client Services, Data Management, Enrollment Services and Marketing departments to address specific operational inquires and challenges.
• Works well in a metrics-driven environment, with an emphasis on efficiency and individual production.
• Consistently complies with applicable policies and procedures while performing assigned tasks.
• Initiates ongoing and enhanced usage of key service features to promote client education and satisfaction with minimal guidance.
• Assists Account Executives with the successful implementation of new cases (documentation in writing on processes and procedures specific to client).
• Shares advanced knowledge of existing and emerging tools/systems. Accurately processes client and carrier updates in internal systems, maintaining up-to-date records and ensuring compliance with service standards.
• Update ticketing system and properly input data in multiple systems.
• Review the carrier's discrepancy report, investigate the error, and take appropriate action (update system, communicate with client, or send clarification to carrier) for all assigned cases with minimal guidance.
• Responsible for conducting monthly audits of carrier reports to identify discrepancies, ensure data accuracy, and coordinate necessary follow-up actions.
• Develops and maintains client-specific standard operating procedures (SOPs) to ensure alignment with contractual requirements and operational best practices.
• During all meetings, the individual is responsible for diligently taking notes to ensure accurate record-keeping of discussions and decisions. When acting as the meeting host, it is expected that a detailed recap is prepared and sent to all attendees promptly after the conclusion of the call. This process supports clear communication and effective follow-up among participants.
• Assist in the training of new account managers
• Assists in the training of new account managers by providing guidance on established processes and procedures, sharing knowledge of key service features, and offering support to ensure a smooth onboarding experience. This includes demonstrating the use of internal systems, clarifying client-specific requirements, and promoting best practices to facilitate effective integration into the team.
• Provides support for additional projects and responsibilities as needed

Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience. Producer's License. Proficiency in Microsoft Office. Appropriate licensing as required.
-OR-

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• Bachelor’s degree in business management or a related field, preferred but not required.
• One to three years’ experience in employee benefit account management preferred.
• Life and Health Agent’s License preferred but not required.
• Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel.
• Knowledge of Selerix, Employee Navigator, JIRA and Benefit Point are preferred.

PREFERRED SKILLS

• Client Relationship Management
• Communication
• Problem Solving
• Attention to Detail
• Time Management
• Team Collaboration
• Adaptability

#LI-KB3

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.