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Account Broker Jobs in Raleigh, NC (NOW HIRING)

Gallagher

Account Executive Assistant

Holly Springs, NC · On-site

Our firm is a full-service employeebenefits brokerage that builds comprehensive benefits packages ... The main responsibilities of an Account Executive Assistant are to provide support and service to ...

Palomar Health

Client Specialist

Raleigh, NC · On-site

Assists assigned client managers or account executives with employer group, broker and/or consultants with support service requests. This role supports all market segments - small, large and national ...

First Citizens Bank

FCIS Liaison

Raleigh, NC · On-site

This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various ...

First Citizens Bank

FCIS Liaison

Raleigh, NC

Overview This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on ...

CAPTRUST

Senior Compliance Manager

Raleigh, NC · On-site

This role is responsible for leading and enhancing the firm's broker-dealer compliance program ... accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.

CAPTRUST

Senior Compliance Manager

Raleigh, NC · On-site

This role is responsible for leading and enhancing the firm's broker-dealer compliance program ... accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.

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All JobsAccount Broker JobsAccount Broker Jobs in Raleigh, NC

Account Broker information

See Raleigh, NC salary details

$34.5K

$77.5K

$144.1K

How much do account broker jobs pay per year?

As of Aug 22, 2026, the average yearly pay for account broker in Raleigh, NC is $77,526.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $103,000.00 per year, depending on experience, location, and employer.

What is an account broker?

Account brokers are professionals who act as intermediaries between clients and service providers, typically in the insurance or financial industries. They help clients find suitable products, negotiate terms, and manage accounts, ensuring that clients get the best possible deals and services. Account brokers often analyze client needs, present various options, and handle the paperwork and ongoing communication between all parties involved. Their expertise can save clients time and money while providing valuable guidance through complex processes.

What are the key skills and qualifications needed to thrive as an account broker, and why are they important?

To thrive as an Account Broker, you need strong analytical abilities, sales acumen, and a solid understanding of financial products, often supported by a relevant degree and industry licensing such as FINRA Series 7. Familiarity with CRM software, trading platforms, and compliance systems is typically required. Excellent interpersonal skills, negotiation, and the ability to build lasting client relationships set top performers apart. These skills ensure effective client management, regulatory compliance, and the achievement of business growth targets.

What are some typical challenges account brokers face when managing multiple client accounts?

Account Brokers often juggle several client portfolios simultaneously, which can present challenges in time management and prioritization. Balancing the unique needs and expectations of each client, especially during busy renewal periods or market fluctuations, requires strong organizational skills and attention to detail. Effective communication and relationship-building are essential to ensure clients feel informed and supported, even when workloads are high. Additionally, staying updated on industry trends and regulatory changes is crucial for providing accurate advice and maintaining compliance.

What is the difference between Account Broker vs Insurance Agent?

AspectAccount BrokerInsurance Agent
CredentialsLicenses vary by state, often requiring insurance licensesState-specific insurance licenses
Work EnvironmentWorks with clients to find suitable insurance solutions, often in brokerage firmsWorks directly with clients to sell insurance policies
Employer & IndustryInsurance brokerages, financial servicesInsurance companies, agencies
Search & Comparison IntentClients seeking tailored insurance solutions, brokers comparing policiesClients seeking specific insurance policies, agents selling policies

While both roles involve insurance, an Account Broker typically acts as an intermediary, comparing and negotiating policies for clients across multiple providers. An Insurance Agent usually sells policies directly from a single insurer. Understanding these differences helps clients choose the right professional for their insurance needs.

What are popular job titles related to Account Broker jobs in Raleigh, NC?

For Account Broker jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Account Broker jobs in Raleigh, NC look for?

The top searched job categories for Account Broker jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Account Broker jobs?

Cities near Raleigh, NC with the most Account Broker job openings:

Account Broker jobs near you

Account Executive Assistant

Gallagher

Holly Springs, NC • On-site

Full-time

PTO

Re-posted 25 days ago

Arthur J. Gallagher & Co. rating

7.6

Company rating: 7.6 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

212th of 311 rated insurance

Job description

Introduction
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.
 

Overview

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 employeebenefits brokerage that builds comprehensive benefits packages for employers in NorthCarolina, 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)

Qualifications:

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.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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