Client-Focused Benefits Technical Account Manager

Arthur J. Gallagher & Co. (AJG); Austin (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Global reach with local impact

Job summary

Gallagher seeks a Technical Account Manager (Boon, now part of Gallagher) to manage day-to-day client service for employee benefits. You’ll liaise between clients, brokers, carriers, and internal resources and serve as a benefits-coverage expert, ensuring compliant, cost-effective programs.

Role requires strong Excel, data analysis, and project management, with travel to client offices. You’ll contribute to renewal efforts, reporting, and client satisfaction across a growing, global practice.

Qualifications

• Bachelor’s degree or equivalent education and related experience.
• Experience in the employee benefits industry is a plus.
• Minimum 1 year of experience in an account management role preferred.
• Group 1 insurance license (must have or obtain in the first 90 days of employment).
• Advanced Microsoft Excel skills, including data analysis, reconciliation, and reporting.
• Must be willing to travel to client offices.
• Experience working with benefits administration systems, HRIS platforms, carrier portals, and data interfaces preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously.

Responsibilities

• Act as client’s advocate and main point of contact.
• Liaise with internal departments and decision makers.
• Keeps client informed of all day-to-day changes, billing or enrollment issues, compliance information, etc.
• Ensures accurate and timely servicing of accounts.
• Stays abreast of current news, legislation, technologies and trends in the employee benefits industry.
• Drives renewal process from beginning to end including reporting, quote request submission, & coordination with internal departments.
• Serve as a primary resource for benefits administration support for assigned clients, partnering with internal teams, carriers, vendors, and brokers to ensure accurate and timely administration of benefit programs.
• Manage and process day-to-day benefit administration activities, including employee enrollments, terminations, status changes, dependent updates, and QLE requests.

Skills

Excel skills

Data analysis

Reconciliation

Reporting

Organizational skills

Project management

HRIS integration

Willing to travel

Education

Bachelor’s degree or equivalent

Group 1 insurance license (90-day requirement)

Tools

HRIS systems

Benefits administration platforms

Carrier portals

Job description

Gallagher seeks a Technical Account Manager (Boon, now part of Gallagher) to manage day-to-day client service for employee benefits. You’ll liaise between clients, brokers, carriers, and internal resources and serve as a benefits-coverage expert, ensuring compliant, cost-effective programs.

Role requires strong Excel, data analysis, and project management, with travel to client offices. You’ll contribute to renewal efforts, reporting, and client satisfaction across a growing, global practice.