Account Coordinator, Employee Benefits

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

The Account Coordinator provides support at the direction of the Account Executives and Producers. The Account Coordinator is responsible for securing quotes, compiling the necessary data, creating marketing presentations and various administrative functions.

The Ideal Candidate

• You are detail oriented and organized—you thrive on managing multiple projects
• You have a strong sense of teamwork, and you are highly dependable
• You are communicative and able to be effective via written and oral communication

***Please note, this is a fully onsite role during training (approximately 2-3 weeks) and will transition into a hybrid schedule with 4 days in office and 1 day remote. The office is in Richfield, OH.

How you'll make an impact

Client Support:

• Support in client retention by maintaining a positive image with the client
• Assist with creating open enrollment guides
• Finalize client presentations for new business and renewal meetings
• Assist with gathering information related to underwriting, data analytics, marketing, and HR services through internal AP departments and outside vendor partners
• Maintain relationship with carriers and initiate/coordinate meeting with carriers

Account Management:

• Enters accurate client information into agency management system and exports data as needed.
• Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers.
• Prepares all required client facing proposal and documents for the AE and assist in tracks data, changes, and client specific information.

Insurance Expertise:

• Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge
• Maintains carrier updates and bulletins in a shared document environment. Assists in coordinating and scheduling meetings with carriers as instructed by AE

If this sounds like you, we invite you to keep reading and apply!

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.

Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

#LI-MS2

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.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

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.