Gallagher · 1 day ago
Employee Benefits Account Executive
Houston, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expGallagher Benefit Services is a trusted partner helping organizations with their people decisions. They are seeking an Employee Benefits Account Executive to provide comprehensive client support, manage client relationships, and deliver tailored employee benefits programs.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Leads meetings with clients, including meetings at client locations
Responsible for providing comprehensive client support and acts as main client contact for book of business. Provides proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications
Effectively manages difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details
Support in client retention by maintaining a positive relationship and image with clients
Prepares for and lead open enrollment meetings
Reviews and supports in enrollment, benchmarking, financial and utilization data based on financial review standards
Negotiates and sells lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and directed by Agency management
Owns all audit, review and claims processes for assigned book of business
Analyzes data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation
Support maintenance of agency management system, communication system, and other tools
Develops and maintains strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed
Fluent in the client’s industry and current events that can modify the coverages needed
Reviews changes in carrier offerings and policies and relays information to the larger service team
Mentors or formally directs the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers
Facilitates and collaborates with account team on the agency’s renewal strategy
Provides clients with tailored EB programs and reviews methods of handling risks. Identifies and explains gaps in program. Works with the producer to write new business
Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary
Other duties as assigned
Some travel may be required
Qualification
Required
Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience
Health and Life License
Ability to travel up to 25% of the time
Proficiency in Microsoft Office
Appropriate licensing as required
Preferred
Previous insurance knowledge and experience managing client relationships
Solid financial acumen
Benefits
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
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...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase