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Senior Account Manager, Retirement Services

Gallagher Benefit Services
445 Hamilton Avenue Suite 1001
  • Accountancy & Accounting
  • Full-time
  • retirement services
  • account management
  • client consulting

Our job summary

The Senior Account Manager, Retirement Services, is responsible for managing client accounts with a focus on retirement plan consulting, ensuring client retention, and delivering tailored risk management and benefit solutions. This role involves building strong client relationships, overseeing project milestones, and coordinating with sales teams on pricing and client transitions. The position requires strong communication, negotiation skills, and compliance knowledge, including a Series 65 license or willingness to obtain it.


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