Account Executive Assistant

Gallagher; Holly Springs (NC); On-site; USD 42,000 - 72,000; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Flexible work hours

Educational expense reimbursement

Paid parental leave

Job summary

A leading benefits consulting firm in North Carolina seeks an individual for a role supporting account executives in document management and client communication. The ideal candidate will have a high school diploma and proficiency in Microsoft Office. Responsibilities include preparing forms, updating documents, and liaising with clients to ensure a smooth enrollment process. This position offers competitive benefits and opportunities for career growth within a supportive team environment.

Qualifications

• 1 year directly applicable experience.
• Previous experience managing client relationships preferred.

Responsibilities

• Assist Account Executives in document creation.
• Collaborate with cross-functional teams.
• Update documents in various depositories.
• Prepare enrollment schedules and forms.
• Manage sensitive information in ticketing system.
• Communicate with clients for missing information.
• Upload and track sensitive information in electronic ticketing system.
• Communicate with clients to obtain missing information.
• Support carriers via phone or email for research questions and changes.
• Record meeting minutes and manage agendas.

Skills

Proficiency in Microsoft Office

Basic math skills

Cross-functional collaboration

Attention to detail

Communication

Education

High School diploma/equivalent

Associate's degree

Tools

Microsoft Office

Electronic ticketing system

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.

Overview

Pierce Group Benefits, a Gallagher Company, is currently the largest provider of employee benefits consulting and administration in North Carolina’s public sector. Our firm is a full‑service employee benefits brokerage that builds comprehensive benefits packages for employers in North Carolina, South Carolina, and Virginia. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.

How You'll Make An Impact

• Assist Account Executives in the creation and review of documents that are used in the enrollment process.
• Ability to collaborate with and support cross‑functional teams.
• Regularly update documents that are kept in various depositories and are referenced by internal stakeholders.
• Prepping physical copies of documents that will be inspected and reviewed by external stakeholders as well as internal.
• Aid in the creation, tracking, and submission of enrollment schedules.
• Prepare and update forms.
• Upload and track sensitive information in electronic ticketing system.
• Analyze entries in electronic ticketing system for missing information and communicate with clients to obtain missing information.
• Speak with carriers via phone or email regarding research questions and changes.
• Record minutes and manage agendas for multiple regularly occurring meetings.
• Demonstrating good judgment in solving problems as well as identifying problems in advance, and proposing solutions.
• Ensuring prompt and consistent delivery including closed‑loop communications with all internal/external parties.
• Other duties as assigned.

About You

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills.

Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.

Compensation And Benefits

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.

Minimum core benefits

• 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…

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.