Account Executive - Employee Benefits

Account Executive - Employee Benefits at Gallagher Benefit Services summary:

Senior sales and client-management role responsible for expanding and profitably managing a portfolio of employee benefits accounts through consultative selling, renewals, and strategic client service. Acts as client lead, oversees internal delivery teams, handles financial projections and renewals, and drives cross-sell/up-sell to achieve revenue and retention targets. Requires insurance/licensing (Life & Health preferred), strong communication, 7+ years client service/claims experience, and up to 50% travel.

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. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

The Account Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the proactive management of an assigned group of client accounts of moderate to high complexity. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.

• Independently managing accounts of increasing complexity
• Growing revenue by successfully counseling clients on additional business opportunity via cross-selling & up-selling
• Driving Client Service Cycle (Strategy, Renewals, Open Enrollment)
• Acts as the client lead, driving strategy
• Financial management of client accounts, presenting annual projections, renewals and discussing contribution strategies
• Delivering high quality client service consistent with AJG operational standards and practices, and achieving operational productivity and performance metrics consistently

Further responsibilities include:

• Ability to manage internal team to ensure timely execution of quality client deliverables
• Growing and profitably managing an assigned group of client accounts successfully
• Building relationships with existing clients by providing exceptional ongoing customer care
• Seeking referrals from current client base to solicit new business prospects, and securing existing business and actively driving the sale of additional services
• Supporting the business priorities of Branch Managers
• May offer training, development, and/or supervision to lower-level staff

• Bachelor's degree with 7+ years’ client service and/or claims management experience.
• Must hold appropriate licensing as required and be able to travel up to 50% of the time.
• Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
• Previous experience in managing client relationships is essential.
• Must possess strong written and verbal communication skills.

Preferred:

• Insurance knowledge.
• Life and Health License, as well as solid financial acumen.

Behaviors:

• Is willing to go the "Extra Mile" to achieve results that benefit the client, the Branch and Gallagher.
• Ability to develop professional relationships with internal and external stakeholders.
• Demonstrates composure, stamina, and resilience under pressure. Ability to work collaboratively within a team as well as independently.

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.

Keywords:

employee benefits, account executive, benefits sales, client relationship management, renewals, cross-selling, life and health license, benefits consulting, financial projections, open enrollment