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

Account management as primary responsibility.

• Has retention goals.
• Responsible for the day-to-day account management for routine/moderately complex client accounts.
• Handles an assigned book of business and 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.
• Nurtures relationships with the most senior buyer in the client organization as well as with day-to-day client representatives and buyers.
• May coordinate the work of administrative support and customer service.
• May provide support to an Account Executive and/or a Broker Producer.
• Responsible for internal processing related to trust activities.
• Lead all aspects of the Board and Board Committee functions.
• Coordinate conference registrations for Board members.
• Attend and schedule calls and board meetings, as the need arises of requested, maintain meeting minutes and update appropriate staff on Board decisions.
• Actively participate in coordinating orientation of new Board members.
• Responsible for producing or supervising Trust communication material including handling delivery to trusts..
• Operate as the lead point of contact for matters specific to your account.
• Build and maintain positive relationships.
• Prepare reports.
• Ability to balance multiple account management projects at a time, while maintaining keen attention to detail.
• Excellent presentation abilities.

Required:

• Bachelor’s 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
• Able and willing to travel approximately 25% of the time, or less
• Working knowledge of Microsoft Windows applications and MS Office

• Work Traits:

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

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more. #LI-CS3