Sr. Account Executive

Gallagher Insurance Brokerage

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're 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.

Keenan is a leading insurance brokerage and consulting firm serving hospitals, public agencies, and California school districts. Specializing in employee benefits, workers' compensation, loss control, financial services, and property & liability, Keenan is committed to delivering innovative solutions that protect and empower the communities we serve. 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.

Job Responsibilities

Responsible for managing, servicing, and retaining client accounts. Serves as the primary representative in insurance related activities within a territory. Sells benefit programs to existing clients and works with various areas within Keenan to coordinate renewals and other activities relevant to accounts.

How you'll make an impact :

• Responsible for retention of business in assigned territory.
• Establishes and maintains client relationships.
• Uses consultative techniques to manage assigned accounts and suggest new services and products.
• Expands existing relationships by recommending additions or changes to current insurance programs.
• Keeps up-to-date and communicates on regulatory and legislative changes that affect our customers.
• Gathers, evaluates, and negotiates carrier renewals on assigned accounts' insurance programs.
• Advises and makes product / program recommendations based on customers' needs and their budget.
• Manages marketings for insurance programs of assigned accounts to ensure that all appropriate data is collected, the appropriate marketing forms are completed, and all BenefitPoint marketing procedures are followed.
• Develops and delivers customer presentations.
• Provides day-to-day client consulting on a wide range of benefit programs.
• Collaborates with the P&C team in your assigned territory to maximize client retention.
• Maintains thorough knowledge of accounts within assigned territory.
• Ensures timely, accurate, and efficient service to customers.
• Works with Service team to prepare communication materials and completes internal procedures for installation of new cases.
• Interfaces with client / carrier in resolution of billing, premium, and eligibility problems.
• Assists in the creation of medical Plan Documents, Summary Plan Descriptions (SPDs) and amendments.
• Coordinates the proofing of master contracts and amendments.
• Prepares material as requested by client for Insurance Committee Meetings, Wellness meetings, and JPAs.
• Resolves routine and complex claim problems.
• Coordinates annual open enrollments / health fairs and conducts employee orientation meetings as required.
• Processes renewals and premium invoices as required.
• Gathers data for employee benefit studies from assigned clients that provides existing and potential clients with a comparison of benefits within their county and industry, as well as determines coverage information on potential clients.
• Prepares and produces scheduled reports in a timely manner.
• Maintains SalesForce.com CRM system on assigned accounts.
• Assists with training of service personnel.
• Attends required meetings.
• All other duties as assigned.

Qualifications

Required : Bachelor's degree and 5 years related experience required. Preferred : Relevant advanced degree (e.g., MBA). Experience with reporting tools such as SAS BI, SQL Server, Oracle, and Greenplum highly desirable.

Behaviors : Must be highly analytical and detail-oriented. Strong communication and decision making skills.

Compensation and Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. 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...

Inclusion and Diversity

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 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.