Account Coordinator - Employee Benefits

The Account Coordinator provides support at the direction of the Account Executives and Producers. The Account Coordinator is responsible for securing quotes, compiling the necessary data, creating marketing presentations and various administrative functions.

The Ideal Candidate

• You are detail oriented and organized—you thrive on managing multiple projects
• You have a strong sense of teamwork, and you are highly dependable
• You are communicative and able to be effective via written and oral communication
• You have a desire to grow into an Account Manager role

***Please note that this position is fully onsite based out of our Hanover office.

Client Support:

• Support in client retention by maintaining a positive image with the client
• Assist with creating open enrollment guides
• Finalize client presentations for new business and renewal meetings
• Assist with gathering information related to underwriting, data analytics, marketing, and HR services through internal AP departments and outside vendor partners
• Maintain relationship with carriers and initiate/coordinate meeting with carriers

Account Management:

• Enters accurate client information into agency management system and exports data as needed.
• Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers.
• Prepares all required client facing proposal and documents for the AE and assist in tracks data, changes, and client specific information.

Insurance Expertise:

• Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge
• Maintains carrier updates and bulletins in a shared document environment.
• Assists in coordinating and scheduling meetings with carriers as instructed by AE

If this sounds like you, we invite you to keep reading and apply!

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. 

Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.

Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

#LI-MS2

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• 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 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

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