Senior Financial Account Manager

18 hours ago

Nashville, Tennessee, United States Gallagher Re Full time

At Gallagher Re, we are trailblazers in the reinsurance world, shaping the future with cutting-edge analytics and insights. As a Senior Financial Account Manager, you will be at the forefront of innovation, translating data into impactful solutions and taking charge of your career like never before.

We believe that every candidate brings something special to the table, including you. If you feel that you're close but not an exact match, we encourage you to apply.

Your Impact

Your primary focus is account management, which requires servicing the account based on the client's needs, regulatory obligations, contractual obligations, and relationship agreements.

  • You will handle day-to-day account management for routine to moderately complex client accounts.
  • You will manage an assigned book of business and strengthen relationships with existing clients.
  • You will be responsible for reviewing and updating internal metrics reports, ensuring that your accounts are current and that aged balances are escalated for resolution or senior management review.
  • You will work with internal colleagues to communicate issues and seek resolution, to prevent settlement delays for your assigned book of business.
  • You will cultivate relationships with accounting teams and leaders in the client organization.
  • You may coordinate the work of administrative support and customer service teams.
  • You will have annual servicing goals for your assigned group of accounts.
  • You may provide support to an Account Executive and/or a Broker Producer.
About You

To succeed in this role, you should have:

  • A high school diploma required; degree from a two-year or four-year college preferred;
  • Minimum of five years of related experience and/or training;
  • Proficiency in Microsoft application skills, including Word, Excel, and Outlook;
  • Ability to read, interpret, and calculate figures in MS excel, using basic excel formulas;
  • Ability to understand numbers and their impact across a statement or balance sheet, to ensure proper movement of money inside and outside of the organization;
  • Ability to apply a high standard of quality control in system actions and communications;
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community;
  • Ability to effectively present information to management, clients, and associates;
  • Ability to learn and understand business processes, balancing multiple requirements and touchpoints to effectively review and action client accounts;
  • Ability to absorb and analyze financial reports, documents, and related information to effectively action client accounts;
  • Energetic, with a strong desire to learn and adapt to growing business needs;
  • Ability to identify business and efficiently and effectively work through issues;
  • Able and willing to travel as opportunities arise;
Compensation and Benefits

In addition to a competitive salary, our benefits package includes:

  • Medical/dental/vision plans, which start from day one;
  • Life and accident insurance;
  • 401(K) and Roth options;
  • Tax-advantaged accounts (HSA, FSA);
  • Educational expense reimbursement;
  • Paid parental leave;

We value inclusion and diversity, and we strive to create a workplace where everyone feels welcome and valued. Our commitment to sustainability and community involvement sets us apart as a leader in the industry.

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