Account Management Associate & Operations Coordinator (Gallagher Benefits Services, 12 month co[...]

Overview

The Account Manager Associate plays an integral role in the efficient and effective functioning of the Gallagher Benefits Services (GBS) client relations team. By providing exceptional service to internal client groups, you empower our revenue-generating teams to focus on their goals & objectives, thereby having a direct impact on the firm's bottom line!

How You'll Make An Impact

• Build and maintain exceptional professional working relationships with the client relations & production teams.
• Accurate & timely processing of new account data entry into a CRM platform, including data needed for policy renewals, contract updates, contact changes, group benefit carrier changes, etc.
• Support data gathering and input into MS Excel and PowerPoint, etc.
• Monthly client invoicing using multiple platforms, both internal & external
• Monthly billing audits
• Operations management assistance, such as general...