Account Manager - Gallagher Benefit Services

Gallagher; Calgary; On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative culture with leadership

Global reach with local impact

Job summary

Gallagher Benefit Services in Calgary seeks an Account Manager to build and sustain relationships with clients, support onboarding and carrier implementations, and drive client satisfaction and retention. You will work with a team of professionals in a client-facing role handling small group benefit accounts.

The ideal candidate has experience in benefits or insurance, strong communication skills, and comfort with CRM tools like Dynamics 365.

Qualifications

• Experience with CRM software
• Proven client service and business development experience
• Strong analytical and problem-solving abilities
• Attention to detail in administrative tasks

Responsibilities

• Develop and maintain strong relationships with clients and internal partners
• Manage daily account activities for small group benefit clients and maintain records
• Support client onboarding and carrier implementations and deliver employee benefit presentations
• Prepare and deliver educational sessions for clients and staff
• Maintain accurate client records, contracts, benefit booklets, and communications

Skills

CRM software

Client service

Business development

Problem solving

Dynamics 365

Tools

Dynamics 365

Job description

Introduction

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.

Introduction

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.

We believe that every candidate brings something special to the table, including you! We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

You’ll help our clients - employers of all sizes, across all industries- to build workplaces that work better. As you consider the value of working for Gallagher, remember your talent, winning attitude and strong performance will be highly valued. We are looking for an Account Manager that has the character and personality to work with a strong team of personable and successful individuals.

Our Account Managers are responsible for servicing and retaining clients by building and maintaining valuable relationships. As the Account Manager, you will be responsible for daily account management with our small group benefit clients. Our approach is warm and our relationships are everything with our client.

How You'll Make An Impact

• Develop and maintain strong working relationships with internal partners while actively contributing to a positive and collaborative office culture. Your role will encompass both administrative and strategic responsibilities, allowing you to make a meaningful impact across multiple areas of the business.
• Build, strengthen, and cultivate lasting relationships with existing clients, delivering exceptional service and support to enhance client satisfaction and retention.
• Respond to inquiries regarding benefit plan coverage and provide assistance with claims, vendor issues, plan design, and plan administration.
• Support project management activities related to new client onboarding and carrier implementations, while also developing and delivering employee benefit presentations and educational sessions.
• Maintain accurate client records by reviewing and filing contracts, benefit booklets, and communications. Track plan details, document key discussions and decisions, and proactively manage follow-up activities by diarizing past and upcoming meetings, action items, and strategic topics.

About You

What you need to be Successful:

• Experience in the Benefits Consulting or Insurance industry, Benefits or Plan Administration, or a related field
• Critical thinkers who can jump in and quickly diagnose critical issues, and problem solve new or unique situations.
• Thrive on the energy from serving customers and feel proud when they effectively respond in highly sensitive situations.
• Hold a deep understanding of the importance of professional business correspondence and how picking up the phone is always the best option.
• Experience with CRM software
• Ability to travel a few times per month

What You Bring:

• A minimum of 2 years' related industry experience, including but not limited to similar client service and business development exposure.
• Consistent track record of solving complex client challenges through analytical & creative problem solving, while navigating potentially difficult conversations.
• Confident enough in your skills and relationships to uncover additional opportunities to cross-solve and drive the sale of additional services and coverage levels.
• Administrative attention to detailThe comfort with Microsoft Office Apps that comes with using them every day (Dynamics365)

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• 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. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)