Account Coordinator - Middle Market

Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

As an Account Coordinator, your primary responsibility is to support client servicing teams by collecting and preparing information for client requests. You will play a crucial role in ensuring the smooth operation of client accounts and maintaining strong relationships with our valued clients.

What You’ll Do

• Provide administrative support to the account team in the servicing of clients
• Own the handling of day-to-day administrative tasks for clients, ensuring efficiency and accuracy
• Ensure the completion and accuracy of each step in the policy life cycle
• Serve as a first point of contact for basic client inquiries and requests, responding promptly and professionally
• Support account teams in the coordination of client-facing interactions, ensuring a seamless experience for clients
• Prepare materials, presentations, and spreadsheets for client meetings, showcasing our world-class solutions
• Take notes at client meetings and track key takeaways for account teams, ensuring important details are captured and followed up on
• Own the processing of policy changes and updates, ensuring timely and accurate implementation

This job is for you if… 

• Your exceptional attention-to-detail sets you apart! You are the reliable proofreader that everyone can count on, diligently catching every typo and font inconsistency
• You love building relationships. Even your toughest client/coworker interactions are handled with tact and professionalism, leaving a lasting positive impression
• As a quick learner with exceptional judgment, you possess the ability to independently solve problems while also recognizing when it is necessary to involve management to make informed decisions
• You’re phenomenal with task management and prioritization, consistently meeting deadlines and delivering exceptional results
• You are a great teammate. You’re willing to provide backup when others need your help and contribute to a positive and respectful work environment, fostering collaboration and success

Required:

• High School diploma/equivalent plus 1 year directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Appropriate licensing as required.

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.