Account Manager, Small Business-Health & Welfare

Client Service/Account Management
70923 Requisition #

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Position Summary

The Small Business Account Manager (2-100 lives) ensures delivery of exceptional service to Gallagher’s clients proactively managing assigned accounts. This position can be remote in California. 
What does your day/week look like: 
  • Manage accounts increasing in complexity and funding based on experience 
  • Support the Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business 
  • Resolve service-related issues independently, involving more experienced Account Management team members when needed 
  • Utilize Gallagher’s resources (Underwriting, Compliance), available tools (Excel, PowerPoint, etc.), established work products and advanced knowledge (benefits, self-funding, etc.) to maximize efficiency and effectiveness in client deliverables 
  • Develop, cultivate and maintain positive relationships within the branch, with clients and vendor partners 
  • Maintain proficiency in all GBS standards 
  • Prepare the RFP, coordinate vendor responses, support negotiations, analyze and spread proposal results and develop the client presentation 
  • Leverage team members to manage client/vendor expectations and ensure timely delivery of requests for clients, vendors and internal partners 
  • Possess ability to articulate account management role in client engagement
  • Provide guidance and support to new hires, ACs and anyone that needs assistance 
  • Maintain and prioritize a task list on a regular basis
  • Provide support to your Branch/Region by completing ad hoc administrative tasks as needed 
  • Maintain up-to-date records in DMS 
  • Comply with Gallagher’s process, BOSS standards and office initiatives 
  • Complete training and professional development to gain understanding of the insurance industry and GBS processes. 
  • Exemplify the highest ethical standards, promote ethical behavior and uphold the Gallagher Way
  • Bachelors degree plus 3 or more years client coordination 
    High School diploma/GED with 5 or more years client coordination and/or claims management experience
  • Appropriately licensed and/or certified
  • Able and willing to travel if needed for client meetings 
  • Working knowledge of Microsoft Windows applications and MS Office
Work Traits:
  • Excellent verbal and written communication skills
  • Critical thinking and good judgment to quickly determine and prioritize key issues


U.S. Eligibility Requirements:
  • Interested candidates must submit an application and resume/CV online to be considered
  • Must be 18 years of age or older
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization
  • Must be willing to execute Gallagher’s Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure
Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.‚Äč 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.

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