Assistant Account Executive

Account Executive Assistant

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.

Pierce Group Benefits, a Gallagher Company, is currently the largest provider of employee benefits consulting and administration in North Carolina's public sector. Our firm is a full-service employee benefits brokerage that builds comprehensive benefits packages for employers in North Carolina, South Carolina, and Virginia. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. As part of Gallagher, a global leader in insurance, risk management, and consulting, you'll be joining a team that's passionate about helping individuals and organizations thrive.

We are seeking an individual who is self-motivated, possesses a strong work ethic, organizational skills, and willingness to partner with our Account Executive team. The main responsibilities of an Account Executive Assistant are to provide support and service to our AE team.

How you'll make an impact:

• Assist Account Executives in the creation and review of documents that are used in the enrollment process.
• Ability to collaborate with and support cross-functional teams
• Regularly update documents that are kept in various depositories and are referenced by internal stakeholders.
• Prepping physical copies of documents that will be inspected and reviewed by external stakeholders as well as internal.
• Aid in the creation, tracking, and submission of enrollment schedules.
• Prepare and update forms.
• Upload and track sensitive information in electronic ticketing system.
• Analyze entries in electronic ticketing system for missing information and communicate with clients to obtain missing information.
• Speak with carriers via phone or email regarding research questions and changes.
• Record minutes and manage agendas for multiple regularly occurring meetings.
• Demonstrating good judgment in solving problems as well as identifying problems in advance, and proposing solutions.
• Ensuring prompt and consistent delivery including closed-loop communications with all internal/external parties.
• Other duties as assigned

About You Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.

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)