Account Manager

Gallagher; Phoenix (AZ); Hybrid; Confidential; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Comprehensive benefits

Career development

Global reach with local impact

Job summary

Gallagher in Phoenix is seeking an Account Manager to handle day-to-day coordination for small to mid-sized clients, including renewals, billing inquiries, and CRM updates. This role emphasizes client relationships and effective benefits administration.

You will work in a hybrid model (3 days on site, 2 days remote) with travel about 25% and licensing in Life & Health preferred. The position offers competitive compensation and opportunities to impact client outcomes.

Qualifications

• Bachelor’s degree with 3+ years client coordination or claims management experience or equivalent
• Licensed Life & Health Producer or able to obtain license
• Knowledge of employee benefits and enrollment platforms
• Willing to travel ~25% and work a hybrid schedule in Phoenix, AZ

Responsibilities

• 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
• Builds and strengthens relationships with existing clients and coordinates resources to meet client needs
• Drive retention and sales of additional services and coverage levels
• Interact with senior buyers and day-to-day client representatives
• Support Account Executives or Brokers when needed
• Perform other duties as assigned

Skills

Verbal and written communication

Critical thinking

Facilitation

Education

Bachelor’s degree + 3+ years experience

High School diploma + 8+ years experience

Tools

CRM software

Job description

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.

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

How \u0027You\u0027ll 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\u0027s 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

• Bachelors degree 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\u0027t 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)