Administrative Management, Adoption, Alliance/Partner Management, Capacity Strategy, Communication Skills, Compensation and Benefits, Consulting, Customer Escalations, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Data Analysis, Ecosystems, Follow Through, Government, High School Diploma, Identify Issues, Leadership, Mentoring, Presentation/Verbal Skills, Problem Solving Skills, Property Maintenance, Resolve Customer Issues, Risk, Risk Analysis, Risk Management, Sales Management, Sales Presentation, Service Delivery, Strategic Accounts, Team Player, Trend Analysis, Willing to Travel, Writing Skills
LOCATION
San Diego, California
POSTED
8 days ago
Introduction:
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview:
The Senior Account Manager is responsible for the retention, and growth of CalVEBA's largest and/or most complex client accounts. This role leads proactive account planning, strengthens relationships across management and union leadership, and ensures complex client needs are addressed through coordinated internal resources and consultative service delivery.
This role is intended to expand the Client Services model by adding senior-level capacity for strategic execution, risk management, and stakeholder engagement beyond day-to-day benefits administration.
How you'll make an impact:
Provide day-to-day and strategic account management for assigned large, complex, or high-value accounts.
Develop and execute proactive account plans that support retention, client satisfaction, renewal readiness, and long-term partnership goals.
Build, expand, and strengthen relationships with benefit administrators, management-level stakeholders, union leadership, and senior client decision-makers.
Identify account risks, service trends, emerging issues, and relationship gaps; recommend and implement mitigation plans before escalation is required.
Lead coordination of internal resources to resolve complex client needs, support renewal strategy, and deliver consistent service outcomes.
Identify opportunities to increase engagement, adoption, service value, and coverage levels where appropriate.
Mentor Account Managers on relationship building, meeting preparation, issue resolution, strategic follow-up, and account planning practices.
Reduce dependency on senior leadership for routine complex escalations by independently managing senior-level account issues when appropriate.
Strategic Expectations
From
To
Primarily execution-focused account service
Strategic oversight and relationship expansion on key accounts
Reactive response to workload and escalations
Proactive planning and setting expectations
Benefit administrator-centered engagement
Multi-level engagement with management and union leadership
Leadership involvement in many complex day-to-day issues
Senior Account Manager ownership of appropriate complex issues
About you:
Bachelor's degree and at least 5 years of client coordination, account management, benefits, or related client service experience; OR high school diploma and at least 10 years of relevant experience.
Demonstrated ability to manage complex client relationships and influence stakeholders at multiple levels.
Strong written and verbal communication skills, including the ability to clearly present issues, recommendations, and follow-up actions.
Ability to quickly identify critical issues, assess risk, and drive resolution through collaboration and sound judgment.
Active license required, as applicable to role requirements.
Able and willing to travel approximately 30% of the time, mostly local.
Preferred
Experience supporting public sector, school district, labor, or trust-based client relationships.
Experience with renewal planning, benefit strategy, client presentations, stakeholder engagement, and service escalation management.
Prior experience with trust operation a plus.
Success Measures
Improved strategic oversight and proactive planning for assigned key accounts.
Expanded relationship depth across client management and union leadership.
Stronger retention support through earlier risk identification and coordinated follow-through.
Reduced senior leadership involvement in day-to-day complex account escalations.
Consistent mentorship and support for Account Managers on strategic relationship practices.
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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)
About the Company
G
Gallagher
Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.