Account Manager

Gallagher; Phoenix (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Job summary

Gallagher is seeking an Account Manager in Phoenix, AZ to handle day-to-day client coordination for small to mid-sized accounts within our Kairos subsidiary. You will manage benefits programs, ensure smooth renewals, and maintain CRM records to provide accurate service delivery.

The role offers a hybrid work model (3 days on-site, 2 days remote) and requires a Life & Health license with 3+ years of coordination or 8+ years of experience. Travel up to 25% may be required.

Qualifications

• Bachelor's degree plus 3+ years client coordination and/or claims management experience OR High School diploma/GED with 8+ years client coordination and/or claims management experience
• Licensed Life & Health Producers license
• General knowledge of employee benefits
• Experience configuring benefit enrollment platforms
• Willingness to travel approximately 25% of the time
• Able to work a hybrid model out of Phoenix, AZ - 3x On Site, 2x WFH

Responsibilities

• Present benefits packages, renewal strategies, and compliance information to clients
• Manage billing inquiries, invoicing, and policy renewals
• Maintain accurate client account records in CRM
• Administer benefits enrollment including eligibility, onboarding, COBRA, payroll
• Manage book of business and strengthen client relationships; coordinate resources
• Retain existing business and upsell services and coverage
• Build relationships with senior buyers and day-to-day client reps
• Meet retention goals for assigned accounts
• Coordinate administrative support as needed
• Support Account Exec or Broker/Producer; first contact when unavailable
• Other duties as assigned

Skills

Client coordination

Claims management

Communication

Education

Bachelor's degree

High School diploma/GED

Tools

Benefit enrollment platforms

CRM systems

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.

You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.

If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Kairos, a subsidisary of 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 70,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

The AccountManager is responsible forthe day-to-day account management for small to mid-sized clients that are routine/moderately complex client accounts.

How you'll make an impact

• Present benefits packages, renewal strategies, and compliance information to clients and stakeholders
• Manage client billing inquiries, invoicing, and policy renewals
• Maintain accurate client account records and CRM data
• Administer benefits administration processes, including eligibility, new hire/termination processing, COBRA, and payroll coordination
• Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients Leads appropriate resources to address the client's risk/capital management needs
• Secures existing business and drives the sale of additional services and coverage levels
• Cultivates relationships with the most senior buyer in the client organization as well as with day-to-day client representatives and buyers
• Has retention goals for assigned group of accounts
• May coordinate the work of administrative support and customer service
• May support an Account Executive or a Broker Producer and is the first line of contact when the Account Executive or Broker/Producer is not available
• Other duties as assigned

About You

• Bachelorsdegree plus 3 or more years client coordination and/or claims management experience --or--High School diploma/GED with 8 or more years client coordination and/or claims management experience
• Appropriately licensed and/or certified - Life & Health Producers license.
• General industry knowledge in employee benefits
• Experience with configuring benefit enrollment platforms
• Able and willingto travel approximately 25%of the time, including potential overnight stays.
• Ability to work a hybrid model out of Phoenix, AZ - 3x On Site, 2x WFH.

Work Traits

• Excellent verbal and written communication skills
• Critical thinking and good judgment to quickly determine and prioritize key issues
• Meeting facilitation skills - able to professionallyconduct large group meetings

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).