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Robert Vega, Director FAC 18 / 2304 Whitis Ave. Stop G6200 78712-1508 • 512-471-7900

Gallagher Benefit Service Account Coordinator, BTT Gateway Job ID 7060

Fri, May 17, 2013

Gallagher Benefit Service Account Coordinator, BTT Gateway Job ID 7060

Purpose: Support consultant in marketing, sales, and service of employee benefit plans for clients and prospects. Provide client service to assist in achieving sales goals and maintaining client revenue. 

Essential Functions: 

1.Assist clients with service, claim issues, and miscellaneous items. 
2.Maintain majority of contact with smaller clients assigned to you. 
3.Monitor renewals. 
4.Prepare RFP’s and spreadsheets. 
5.Assist clients with paperwork at renewals. 
6.File maintenance. 
7.BenefitPoint maintenance. 
8.Client communication pieces. 
9.Enrollment meetings. 
10.Prepare reports. 
11.Prepare presentation materials for clients and prospects. 
12.Initial review of policies and contracts. 
13.Monthly mail-outs. 
14.Maintenance of accounts. 

Other Functions:Perform other duties as assigned or required. 

Qualifications: 

1.Ability to easily establish rapport and relations. Ability to work in environment with frequent interruptions and high volume of activities. Good organizational skills and ability to prioritize well. Good communications skills. Attention to detail. Good problem solving and math skills. Technical understanding of employee benefits insurance products and concepts. Good presentation skills. 
2.College degree with three or more years experience in sales, service, or administration of employee benefit plans required. Producer Life and Health license preferred. Microsoft Office skills to include Excel and Access or other databases. Work towards CEBS designation preferred.
3.Must be self-starter, assertive, enthusiastic, self-directed, and people oriented.

To apply, submit your resume and cover letter via BTT Gateway. Application deadline is 5/17/2013.


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