Account Manager, Select Accounts
- Emmaus, PA
- Permanent
- Full-time
OverviewAs the Client Manager you will ensure delivery of exceptional service to Gallagher’s clients by actively managing client accounts. You apply your business insight and strong dedication to service to create depth in our client relationships. The role requires being knowledgeable in Employee Benefits coverages, carrier guidelines, underwriting, and legislative changes, to maintain relationships with clients and carrier representatives and to assist in suggesting new lines of coverage for existing clients.
How you'll make an impact
- Build and maintain key client and carrier relationships, by phone, e-mail and in person.
- Assist assigned clients and team members with service questions related to administration, billing, claims issues and problem solving.
- Work with Benefits Consultant, and/or Account Director, to monitor and manage the new/renewal process for assigned clients.
- Schedule meetings in coordination with Account Executive or producer and complete the implementation process.
- Enroll clients in digital tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal.
- Assist clients with compliance documents, as requested.
- Conduct quarterly account management visits with assigned clients as needed.
- Review claims reports monthly and deliver reports to clients on a monthly or quarterly basis, as required.
- Coordinate and facilitate preparation and delivery of benefit booklets and/or benefit statements and any other fulfillment items with the assistance of team members.
- Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested.
- Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow up, service issues, establish follow-up date and daily manage follow up in Agency Management System. Also, understand how to use the system to acquire information to assist clients.
- Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
- Other duties as assigned
- Bachelor’s Degree plus 3 or more years client service and/or claims management experience - OR - High School diploma degree/GED with 8+ years client service and/or claims management experience
- Active Life & Health License
- Able and willing to travel approximately 25% of the time
- Working knowledge of Microsoft Windows applications and MS Office
Compensation and benefitsWe 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
- 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...