Assistant Account Consultant

Job Description

Introduction

At Risk Placement Services, we're more than just a team – we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contribution matters. Step into a world of excitement and innovation as we work with top-rated carriers to design robust coverage for our clients. Unleash your potential and join our spirited team, where you'll have the freedom to explore and the support to grow.

 

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.


Overview

Are you a dependable and ambitious individual who takes pride in their work? If you’re looking for the opportunity to work for a dynamic company, we want to speak with you!

 

As a Professional Employment Organization (“PEO”) Assistant Account Consultant you will provide support to the Specialty Benefits team both in the RFP and New Business Implementation roles.  The ideal candidate will be required to be extremely organized and handle many different duties at one time. The ability to effectively prioritize tasks is critical.


How you'll make an impact

  • First point of contact for new business submission.
  • Support the coordination process for incoming RFP opportunities and review with PEO BDS for release.
  • are complete. Serve as a liaison with the DBS to obtain any additional information requested.
  • Create/update prospect/client workflow in client space and follow up with BDS. Assist BDS with follow up with PEO partners, and Broker partners when necessary.
  • File all RFP opportunities and input onto internal tracking log, Smartsheet.
  • Assist in organizing carrier marketing results by preparing a presentation-ready side-by-side comparison for final review while meeting strict deadlines for spreadsheeting requests.
  • Assist marketing team with Savoy sponsored PEO-focused seminars, panel discussions, webinars,

email /social media campaigns, podcasts and sales collateral.

  • Provide consistent communication between DBS and broker to reach the end goal of receiving a timely approval.
  • Maintain an updated overview of the capabilities of each of Savoy’s PEO partners.
  • Retain closed account tracking in VUE.
  • Keep broker contact lists up to date.
  • Other assignments or responsibilities may be necessary.

About You

Required: Bachelor's degree or High School Diploma/GED and 3 years related experience required.

  • 1-2 years of experience working within the PEO market
  • 4 year degree or Equivalent job experience - Preferred
  • Excellent people interaction and communication skills, positive attitude a must
  • Excellent problem-solving ability, detail-oriented, excellent organizational skills with the ability to re-prioritize duties, and work effectively in a fast-paced matrix environment.
  • Strong computer skills to include MS Office: Excel, Word and Power Point
  • Social Media presence on Linked-In

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

 Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

  • 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

Other benefits include:

  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
  • And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

 

Search firms, consulting firms, or individuals who submit unsolicited resumes acknowledge that those resumes are available for Gallagher's consideration without any obligation to pay finder/referral fees. Gallagher, or any of its subsidiaries, will only pay a fee for a successful candidate placement when there is an agreement in place with the providing entity and the candidate submission complies with the regional guidelines for such submissions.

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. We also do not use Skype, Zoom, Telegram or Gmail as part of our hiring process. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.