Account Manager Associate

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

Benefits offered by this job

Competitive Pay

Performance-Based Bonus/Incentives

Company Paid Leaves

Medical & Life Insurances

Bereavement and Burial Assistance

Retirement Benefits

Job summary

Gallagher Philippines is seeking an Account Management Associate to support end-to-end client servicing for insurance and risk solutions. You will work with Account Managers, Client Executives and Brokers to ensure timely policy administration, renewals, documentation, and reporting.

The role requires 1–3 years in insurance or financial services, strong attention to detail, proficiency in Microsoft Office, and excellent communication.

Qualifications

• 1–3 years’ experience in insurance, financial services or administrative support.
• Experience in policy administration, renewals or client servicing is advantageous.
• Strong attention to detail with data, documentation and reporting ability.

Responsibilities

• Support Account Managers and Client Executives in day-to-day client servicing.
• Coordinate policy renewals and prepare renewal documentation.
• Liaise with insurers, underwriters, clients and internal teams on servicing matters.

Skills

Attention to detail

Stakeholder management

Communication

Organisational skills

Education

Bachelor's degree in Business, Finance, Insurance or related field

Tools

Microsoft Office

Job description

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

Overview

Join Gallagher - A Global Leader in Insurance, Risk Management and Consulting

Are you ready to take your career to the next level with a company that values innovation, collaboration and professional growth? Gallagher is a global leader in insurance broking, risk management, and consulting, with over 71,000 employees across 130 countries. We combine global reach with local expertise, and our commitment to being a socially responsible and ethical organisation is expressed through our Shared Values, The Gallagher Way.

About The Role

The Account Management Associate supports the end-to-end client servicing process for Gallagher Philippines. Acting as a key support to Account Managers, Client Executives and Brokers, this role ensures the efficient delivery of insurance and risk solutions.

The position is responsible for policy administration, renewals, documentation, premium processing and reporting, while coordinating with clients, insurers and internal teams. It plays a key role in ensuring timely, accurate servicing and maintaining Gallagher’s high service standards and client experience.

Key Responsibilities

Client Account Management Support

• Support Account Managers and Client Executives in day-to-day client servicing
• Assist with client requests and ensure timely follow-up
• Prepare client presentations and service materials
• Provide administrative support across the client lifecycle.

Renewal and Policy Administration

• Coordinate policy renewals, ensuring key timelines are met
• Prepare and process renewal documentation, endorsements and certificates
• Review policy documents for accuracy and completeness
• Track outstanding requirements and follow up with clients and insurers
• Support policy issuance and placement activities

Documentation & Compliance

• Ensure all client and policy documentation meets company and regulatory requirements
• Maintain accurate and well-organised client records (electronic and physical)
• Support compliance reviews, audits and documentation checks
• Assist with KYC, onboarding and other regulatory obligations as required

Stakeholder Coordination

• Liaise with insurers, underwriters, clients and internal teams on policy and servicing matters
• Coordinate with Finance and Operations on premium invoicing and collections
• Follow up on outstanding endorsements, certificates, quotations and policy documents
• Escalate issues and service concerns in a timely manner

Operational Excellence

• Ensure timely and accurate processing of client servicing transactions
• Monitor SLAs and turnaround times to maintain service standards
• Support process improvements to enhance operational efficiency
• Deliver a high standard of professionalism and client service aligned to The Gallagher Way

Reporting & Data Management

• Prepare reports on renewals, outstanding items and account status
• Maintain accurate data and records within company systems
• Ensure the integrity and accuracy of client and policy information
• Support the preparation of management and client reports

What We’re Looking For

• Degree in Business, Finance, Insurance or a related field, with 1–3 years’ experience in insurance, financial services or administrative support
• Experience in policy administration, renewals or client servicing (brokerage or insurer experience is advantageous)
• Strong attention to detail with the ability to manage data, documentation and reporting accurately
• Proficient in Microsoft Office and comfortable using client or policy management systems
• Excellent communication, organisation and stakeholder management skills, with the ability to manage multiple priorities in a fast-paced environment

What’s On Offer

At Gallagher, we believe in empowering our people to thrive both professionally and personally. Here’s what you can look forward to:

• Competitive Pay: Be rewarded for your hard work with a competitive salary
• Performance-Based Bonus/Incentives: Celebrate your achievements with performance-based rewards
• Company Paid Leaves: Enjoy time off to recharge and focus on what matters most
• Medical & Life Insurances: Comprehensive coverage for you and your dependents
• Bereavement and Burial Assistance: Support during difficult times
• Retirement Benefits: Plan for your future with our retirement benefits

Important Information

Any offer of employment and subsequent continuing employment is dependent upon the satisfactory completion of background checks by Gallagher or an external third-party provider.

Gallagher is an Equal Employment Opportunity (EEO) employer committed to workplace diversity and inclusion. We embrace a working environment that celebrates individuality and fosters collaboration.