Account Associate

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Responsible for working with Dependent Eligibility Verification (DEV) clients to provide various analytical and customer service tasks relating to client projects. Coordinates directly with Account Managers and Business Analysts assigned to the same customers. Core responsibilities include coordinating smaller mailings, establishing timelines, drafting reporting and client deliverables. Must be able to work under pressure to ensure all client deadlines are successfully met. Interacts with the Processing Center and Eligibility Verification manager daily. Serve in a hybrid capacity by performing both Account Associate and Processing Center Representative duties, ensuring operational efficiency, customer satisfaction, and adherence to company policies and service standards. How you'll make an impact • Work with Supervisors to coordinate the workflow and output in the Processing Center department to ensure upcoming due date tasks are completed or as directed by the management. • Generate regular and ad hoc status reports along with coordinating client conference status calls. • Responsible for tracking client project timelines, deliverables and due dates, and provide reminder notifications to internal staff when a project, mailing, or task is approaching deadline. • Manage client inquiries and incoming email communications, fielding questions in a timely and effective manner. • Monitor client file feeds from the ongoing maintenance REV clients to ensure mailing timelines are met. • Helps triage client communication needs such as announcements, updates, and confirmations. • Track the progress of customer projects in Task Manager. • Create presentations, compile data reports and spreadsheets, compose correspondence, and prepare other customized documentation with consistency, thoroughness, and accuracy. • Coordinate the preparation of client mailings, including mail merge, printing. • Continue to perform Processing Center Representative responsibilities, supporting day-to-day operations and ensuring consistent delivery of high-quality service and accurate processing. • Performs other related duties as assigned. About You Required: Bachelor's degree; no experience required. Preferred: • Excellent skills with Microsoft Windows (current version), Microsoft Office applications, particularly in Word and Excel, and a familiarity or experience with other computer software programs. • Excellent writing, communication, and interpersonal skills. • Ability to work in a team environment, and to participate on project teams as needed. • Strong organizational and time management skills, with the ability to manage multiple clients and to work independently and with limited direct supervision. • Must be able to handle confidential and sensitive information securely and appropriately. Behaviors: Good verbal and written communication skills. Compensation and benefits 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)