Account Manager SBU

The Account Manager SBU (Small Business Unit) is responsible for managing and supporting a defined book of small business clients, with a primary focus on renewals, day-to-day account servicing, and client inquiries. This role serves as a key point of contact, ensuring a seamless client experience while delivering proactive, accurate, and high-quality service.

Key Responsibilities

• Manage a defined book of small business accounts, serving as the primary contact for all service-related needs
• Lead the end-to-end renewal process, including preparing plan comparisons, analyzing options, and delivering renewal materials in a timely manner
• Respond promptly to client inquiries, including eligibility, billing, and claims-related support
• Maintain strong relationships with clients, carriers, agents, and vendors, while advocating on behalf of client needs
• Collaborate with internal teams to ensure accurate and efficient service delivery
• Assist with client onboarding, enrollments, and implementation processes
• Educate clients on benefits, products, and services to support informed decision-making
• Maintain accurate documentation and ensure attention to detail across all account activity
• Effectively manage multiple priorities while meeting deadlines and service expectations

Core Competencies

• Customer Service Excellence: Delivers responsive, professional, and solution-oriented service
• Accountability: Takes ownership of assigned accounts and follows through on commitments
• Relationship Management: Builds trust and communicates effectively with all stakeholders
• Teamwork: Collaborates to support team and organizational goals
• Organization & Time Management: Manages a high-volume workload with accuracy and efficiency

Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience. Producer's License. Proficiency in Microsoft Office. Appropriate licensing as required.

Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.

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)