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

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

At Boon, now a part of Gallagher, we specialize in designing wholesale employee benefit solutions to meet the unique needs of employers. Our long-standing carrier partner relationships and creative approach to benefit programs, allow us to create products that are compliant, cost-effective, and, above all, competitive. For more information about us, please visit https://www.boongroup.com. 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. Boon has an exciting career opportunity for a Technical Account Manager. The Technical Account Manager provides the day-to-day management and client service support for assigned clients. They will serve multiple clients with various employee benefits and act as a liaison between the clients, brokers, vendors and internal Company resources and departments. They serve as a subject matter expert on the Services Contract Act and the Davis Bacon Act and other health insurance and compliance arenas.

How you'll make an impact

• 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 Qualifying Life Event (QLE) requests.
• Create, maintain, and analyze spreadsheets, reports, and client-specific deliverables utilizing advanced Excel functions such as pivot tables, VLOOKUP/XLOOKUP, data validation, and reconciliations.
• Prepare recurring and ad hoc reporting for clients, brokers, vendors, and internal stakeholders related to enrollment activity, eligibility, compliance, billing, and operational performance.
• Respond to and resolve member and client inquiries.
• Document processes, procedures, client requirements, and system configurations to support operational consistency and knowledge sharing.
• Monitor service requests and administrative workflows to ensure completion within established service level agreements (SLAs) and client expectations.
• Develop expertise in legislation pertaining to government contracting.
• Assists in the open enrollment process and all activities with the client, vendors and internal departments.
• Renew and grow book of business
• Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulation s.

About You

Required:

• Bachelor’s degree or equivalent education and related experience.
• Experience in the employee benefits industry 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.
• Ability to analyze complex eligibility, enrollment, and billing issues and recommend solutions.
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously.
• Experience working with benefits administration systems, HRIS platforms, carrier portals, and data interfaces preferred.
• Must be willing to travel to client offices.

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)