Account Manager Support Specialist
Gallagher · Phoenix, AZ · 1 mo ago
On-siteOTHRFull-time
We need to output HTML fragment with sections for headings where content exists. The posting includes Introduction (but we shouldn't repeat job title; we can have maybe "About the role"? Actually the intro is about Gallagher, not role. The instructions: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map content to appropriate headings.
We need to preserve all substantive info, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Also we should not include sections with filler like "commensurate with experience". We need to include sections only when posting has real specific content.
Let's parse the posting:
- Introduction: description of Gallagher, culture, etc. Could be "About the role"? Actually it's about company. Could be "About Gallagher" but not in list. The allowed headings list includes "About the role". We could use that for company overview? Might be okay. But we need to decide.
- Overview: description of Risk Program Administrators seeking Account Support Specialist, responsibilities summary.
- How You'll Make An Impact: sub-sections: Record-Keeping and Database Administration, Renewal and Amendments, Member, System, and Operational Support. Those are duties/responsibilities.
- About You: qualifications: Associate's degree etc. Experience, skills.
- Compensation And Benefits: mentions competitive compensation, comprehensive benefits programs, career development, collaborative culture, opportunity to do meaningful work, inclusive workplace, talent community, transferable skills, affirmative action.
We need to include Benefits section if there is real specific content. The posting says "Competitive compensationComprehensive 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". That's somewhat vague but still specific enough? It mentions competitive compensation, comprehensive benefits programs, career development, collaborative culture, meaningful work. That's substantive. So we can include Benefits heading with those points as list.
Pay: Not explicitly stated a salary range. So we should NOT create Pay section.
Schedule: Not mentioned. So omit.
Skills: Could be extracted from About You: strong attention to detail, data management, customer service, relationship management, experience with business systems, databases, reporting tools, organizational skills, ability to manage multiple priorities, preferred experience etc. Could be a Skills section.
Qualifications: Could be education/experience requirements.
Responsibilities: Could be the How You'll Make An Impact sections.
We need to avoid duplication. Let's decide structure:
-
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map content to appropriate headings.
We need to preserve all substantive info, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Also we should not include sections with filler like "commensurate with experience". We need to include sections only when posting has real specific content.
Let's parse the posting:
- Introduction: description of Gallagher, culture, etc. Could be "About the role"? Actually it's about company. Could be "About Gallagher" but not in list. The allowed headings list includes "About the role". We could use that for company overview? Might be okay. But we need to decide.
- Overview: description of Risk Program Administrators seeking Account Support Specialist, responsibilities summary.
- How You'll Make An Impact: sub-sections: Record-Keeping and Database Administration, Renewal and Amendments, Member, System, and Operational Support. Those are duties/responsibilities.
- About You: qualifications: Associate's degree etc. Experience, skills.
- Compensation And Benefits: mentions competitive compensation, comprehensive benefits programs, career development, collaborative culture, opportunity to do meaningful work, inclusive workplace, talent community, transferable skills, affirmative action.
We need to include Benefits section if there is real specific content. The posting says "Competitive compensationComprehensive 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". That's somewhat vague but still specific enough? It mentions competitive compensation, comprehensive benefits programs, career development, collaborative culture, meaningful work. That's substantive. So we can include Benefits heading with those points as list.
Pay: Not explicitly stated a salary range. So we should NOT create Pay section.
Schedule: Not mentioned. So omit.
Skills: Could be extracted from About You: strong attention to detail, data management, customer service, relationship management, experience with business systems, databases, reporting tools, organizational skills, ability to manage multiple priorities, preferred experience etc. Could be a Skills section.
Qualifications: Could be education/experience requirements.
Responsibilities: Could be the How You'll Make An Impact sections.
We need to avoid duplication. Let's decide structure:
- About the role
: maybe include the Introduction paragraph about Gallagher and overview of role? But the intro is about Gallagher culture; overview includes role summary. Could combine.
Better: Use "About the role" for the overview paragraph (Risk Program Administrators seeking...). Then "Responsibilities" for the How You'll Make An Impact bullet points (maybe grouped). Then "Qualifications" for About You (education/experience). Then "Skills" for skill list. Then "Benefits" for compensation and benefits paragraph.
We must not repeat job title as heading. So fine.
We need to use - for any list of duties/requirements/benefits. So for responsibilities we should list each duty as
- . For qualifications maybe list each requirement. For skills list each skill. For benefits list each benefit.
We need to preserve ALL substantive information; do not invent or summarize away detail. So we need to keep the specifics: e.g., "Enter, update, and maintain member property, driver, vehicle, policy and coverage data in organizational databases and pool management systems." etc.
We need to avoid boilerplate: remove EEO statement? The posting includes "Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)". That's EEO boilerplate; we should remove it. Also "If your past experience doesn’t align perfectly, we encourage you to join our Talent Community..." maybe considered boilerplate? It's somewhat specific but could be considered generic; but it's about talent community. Might be considered not essential? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The talent community invitation is not exactly EEO but could be considered a call to action; but it's not application instructions. Might keep? It's more like a generic invitation. Safer to remove? The instruction says remove EEO/equal-opportunity boilerplate. Talent community is not EEO. However it's a generic call to stay connected; could be considered boilerplate but not explicitly listed. I'd keep it if it's substantive? It's not about the role. Might be considered fluff. I'd remove it to keep focused.
Also "At times, we will consider transferable skills from previous roles." That's somewhat specific; could keep under Benefits or Qualifications? It's about considering transferable skills; could be part of Qualifications.
We need to preserve all substantive information; we should not discard meaningful info like "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." That's about inclusion; could be part of Benefits or separate? Might be considered EEO but it's about inclusive workplace; still maybe keep under Benefits.
We'll create Benefits
with items: 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.
Now for Qualifications: Education/experience: "Associate's degree and/or 5 years of related experience, or High School Diploma/GED and 7 years of related experience." Also "Experience in insurance administration, database administration, records management, or related operational functions." Also "Preferred: Experience working with self-insured risk pools, insurance organizations, or member-based programs. Experience in administering online member portals or policy management systems. Property and casualty insurance experience. Experience producing operational reports and maintaining data integrity."
We could list these as - .
For Skills: "Strong attention to detail and data management skills. Strong customer service and relationship management skills. Experience working with business systems, databases, and reporting tools. Strong organizational and customer service skills. Ability to manage multiple priorities and deadlines." Also maybe "Strong technical, organizational, and analytical skills" from earlier. We'll combine.
We need to avoid duplication: "Strong customer service" appears twice; we can keep one.
Now Responsibilities: We have three categories each with multiple bullet-like sentences. We'll break each sentence into
- . Ensure we keep all details.
Let's extract responsibilities:
Record-Keeping and Database Administration:
- Enter, update, and maintain member property, driver, vehicle, policy and coverage data in organizational databases and pool management systems.
- Track member accounts, exposure data, covered driver lists, property schedules, vehicle records, and other program data used for reporting, underwriting, renewals, and claims administration.
- Review database records and member submissions for completeness, consistency, and accuracy; identify discrepancies and coordinate corrections with members, internal teams, and vendors.
- Maintain current insurance records, supporting documentation, and data files in accordance with program procedures and record retention expectations.
- Generate data extracts, spreadsheets, and operational reports to support member service, program administration, renewal analysis, and management review.
Renewal and Amendments:
- Coordinate and process annual renewal activities, including updates to insured values, unit counts, Section 8 counts, vehicle schedules, driver eligibility data, and other exposure information.
- Process policy updates, endorsements, declarations, certificates, invoices, vehicle additions and deletions, property changes, member valuation updates, and related midterm amendments.
- Maintain driver history reports, auto declaration records, property total insured value data, and renewal documentation needed for insurance consultants, carriers, members, and internal program leadership.
- Support premium invoicing, refund processing, valuation review, and transaction documentation by preparing accurate data and coordinating with accounting, vendors, consultants, and program staff.
- Prepare ad-hoc spreadsheets, renewal reports, and data summaries to support special projects, analysis, and year-end processing.
Member, System, and Operational Support:
- Provide professional support to members, employees, consultants, vendors, and internal teams regarding insurance records, member portal access, database information, and program administration processes.
- Assist members with online portal use, including account setup, login access, password resets, training, troubleshooting, and guidance on data submission requirements.
- Coordinate with database architects, technology providers, consultants, and internal stakeholders to resolve system issues, improve database functionality, and support enhancements to member-facing tools.
- Provide periodic updates to claims, adjusting, and program administration partners regarding additions, deletions, and changes to covered properties, drivers, autos, and related records.
- Support documentation management, general office administration, special projects, and other duties as assigned by program leadership.
Now About You (Qualifications):
- Associate's degree and/or 5 years of related experience, or High School Diploma/GED and 7 years of related experience.
- Experience in insurance administration, database administration, records management, or related operational functions.
- Strong attention to detail and data management skills.
- Strong customer service and relationship management skills.
- Experience working with business systems, databases, and reporting tools.
- Strong organizational and customer service skills.
- Ability to manage multiple priorities and deadlines.
- Preferred: Experience working with self-insured risk pools, insurance organizations, or member-based programs.
- Preferred: Experience in administering online member portals or policy management systems.
- Preferred: Property and casualty insurance experience.
- Preferred: Experience producing operational reports and maintaining data integrity.
Skills (maybe overlapping with qualifications but we can separate):
- Strong attention to detail and data management skills.
- Strong customer service and relationship management skills.
- Experience working with business systems, databases, and reporting tools.
- Strong organizational skills.
- Ability to manage multiple priorities and deadlines.
- Strong technical, organizational, and analytical skills (from earlier).
- (maybe also) Strong analytical skills.
We need to avoid duplication; but it's okay if some overlap as long as we preserve info. However we should not repeat identical sentences; we can combine.
Better to have Qualifications cover education/experience and preferred experience; Skills cover skill attributes.
Let's craft:
Qualifications:
- Associate's degree and/or 5 years of related experience, or High School Diploma/GED and 7 years of related experience.
- Experience in insurance administration, database administration, records management, or related operational functions.
- Preferred: Experience working with self-insured risk pools, insurance organizations, or member-based programs.
- Preferred: Experience in administering online member portals or policy management systems.
- Preferred: Property and casualty insurance experience.
- Preferred: Experience producing operational reports and maintaining data integrity.
Skills:
- Strong attention to detail and data management skills.
- Strong customer service and relationship management skills.
- Experience working with business systems, databases, and reporting tools.
- Strong organizational skills.
- Ability to manage multiple priorities and deadlines.
- Strong technical and analytical skills.
Now 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.
- At Gallagher, we are dedicated to building an inclusive and authentic workplace.
Now About the role (intro + overview):
We need to include the introduction paragraph about Gallagher and the overview paragraph about the role.
Let's combine:
Introduction: "At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here,
- with items: 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.
Now for Qualifications: Education/experience: "Associate's degree and/or 5 years of related experience, or High School Diploma/GED and 7 years of related experience." Also "Experience in insurance administration, database administration, records management, or related operational functions." Also "Preferred: Experience working with self-insured risk pools, insurance organizations, or member-based programs. Experience in administering online member portals or policy management systems. Property and casualty insurance experience. Experience producing operational reports and maintaining data integrity."
We could list these as
- . For Skills: "Strong attention to detail and data management skills. Strong customer service and relationship management skills. Experience working with business systems, databases, and reporting tools. Strong organizational and customer service skills. Ability to manage multiple priorities and deadlines." Also maybe "Strong technical, organizational, and analytical skills" from earlier. We'll combine. We need to avoid duplication: "Strong customer service" appears twice; we can keep one. Now Responsibilities: We have three categories each with multiple bullet-like sentences. We'll break each sentence into
- . Ensure we keep all details. Let's extract responsibilities: Record-Keeping and Database Administration: - Enter, update, and maintain member property, driver, vehicle, policy and coverage data in organizational databases and pool management systems. - Track member accounts, exposure data, covered driver lists, property schedules, vehicle records, and other program data used for reporting, underwriting, renewals, and claims administration. - Review database records and member submissions for completeness, consistency, and accuracy; identify discrepancies and coordinate corrections with members, internal teams, and vendors. - Maintain current insurance records, supporting documentation, and data files in accordance with program procedures and record retention expectations. - Generate data extracts, spreadsheets, and operational reports to support member service, program administration, renewal analysis, and management review. Renewal and Amendments: - Coordinate and process annual renewal activities, including updates to insured values, unit counts, Section 8 counts, vehicle schedules, driver eligibility data, and other exposure information. - Process policy updates, endorsements, declarations, certificates, invoices, vehicle additions and deletions, property changes, member valuation updates, and related midterm amendments. - Maintain driver history reports, auto declaration records, property total insured value data, and renewal documentation needed for insurance consultants, carriers, members, and internal program leadership. - Support premium invoicing, refund processing, valuation review, and transaction documentation by preparing accurate data and coordinating with accounting, vendors, consultants, and program staff. - Prepare ad-hoc spreadsheets, renewal reports, and data summaries to support special projects, analysis, and year-end processing. Member, System, and Operational Support: - Provide professional support to members, employees, consultants, vendors, and internal teams regarding insurance records, member portal access, database information, and program administration processes. - Assist members with online portal use, including account setup, login access, password resets, training, troubleshooting, and guidance on data submission requirements. - Coordinate with database architects, technology providers, consultants, and internal stakeholders to resolve system issues, improve database functionality, and support enhancements to member-facing tools. - Provide periodic updates to claims, adjusting, and program administration partners regarding additions, deletions, and changes to covered properties, drivers, autos, and related records. - Support documentation management, general office administration, special projects, and other duties as assigned by program leadership. Now About You (Qualifications): - Associate's degree and/or 5 years of related experience, or High School Diploma/GED and 7 years of related experience. - Experience in insurance administration, database administration, records management, or related operational functions. - Strong attention to detail and data management skills. - Strong customer service and relationship management skills. - Experience working with business systems, databases, and reporting tools. - Strong organizational and customer service skills. - Ability to manage multiple priorities and deadlines. - Preferred: Experience working with self-insured risk pools, insurance organizations, or member-based programs. - Preferred: Experience in administering online member portals or policy management systems. - Preferred: Property and casualty insurance experience. - Preferred: Experience producing operational reports and maintaining data integrity. Skills (maybe overlapping with qualifications but we can separate): - Strong attention to detail and data management skills. - Strong customer service and relationship management skills. - Experience working with business systems, databases, and reporting tools. - Strong organizational skills. - Ability to manage multiple priorities and deadlines. - Strong technical, organizational, and analytical skills (from earlier). - (maybe also) Strong analytical skills. We need to avoid duplication; but it's okay if some overlap as long as we preserve info. However we should not repeat identical sentences; we can combine. Better to have Qualifications cover education/experience and preferred experience; Skills cover skill attributes. Let's craft: Qualifications: - Associate's degree and/or 5 years of related experience, or High School Diploma/GED and 7 years of related experience. - Experience in insurance administration, database administration, records management, or related operational functions. - Preferred: Experience working with self-insured risk pools, insurance organizations, or member-based programs. - Preferred: Experience in administering online member portals or policy management systems. - Preferred: Property and casualty insurance experience. - Preferred: Experience producing operational reports and maintaining data integrity. Skills: - Strong attention to detail and data management skills. - Strong customer service and relationship management skills. - Experience working with business systems, databases, and reporting tools. - Strong organizational skills. - Ability to manage multiple priorities and deadlines. - Strong technical and analytical skills. Now 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. - At Gallagher, we are dedicated to building an inclusive and authentic workplace. Now About the role (intro + overview): We need to include the introduction paragraph about Gallagher and the overview paragraph about the role. Let's combine: Introduction: "At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here,