Account Coordinator, Employee Benefits

About the role

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow.

Responsibilities

• Learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
• Learn about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials
• Familiarize yourself with the insurance industry and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
• Assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and create client presentations
• Observe how to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
• Establish positive relationships in your office and support with administrative tasks as needed
• Maintain up-to-date records in the Document Management System (DMS)
• Complete all GBS Employee Benefits curriculum and learn from your team
• Exemplify the highest ethical standards, promote ethical behavior, and uphold The Gallagher Way

Requirements

• High School diploma or equivalent plus 1 year of directly applicable experience
• Proficiency in Microsoft Office and basic math skills

Preferred Qualifications

• Associate's degree, professional certification, or equivalent training and experience
• Previous experience managing client relationships

Skills

• Excellent verbal and written communication skills
• Ability to actively approach issues that could impact client retention
• Capable of developing professional relationships with internal and external partners
• Resilient and adaptable in the face of shifting priorities
• Eagerness to learn about your team and help the branch meet their goals
• Actively seek to develop professional skills
• Aim to improve personal efficiency and productivity
• Able to clarify priorities/requests and manage your time wisely
• Eager to support the team
• Interest in building a knowledge of Gallagher tools, systems, and shared resources
• Go the “Extra Mile” to achieve results
• Collaborative and capable of meeting deadlines
• Exceptional organizational skills
• Proficient in using technology as a tool to maximize productivity and quality

Benefits

• 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