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AI Summary
Overview
Keenan, now a part of Gallagher, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.
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.
How you'll make an impact
- Manage and retain a book of employee benefits business within an assigned territory.
- Develop trusted client relationships through regular communication, strategic consulting, and exceptional service.
- Analyze client benefit programs and recommend solutions that address evolving business needs and objectives.
- Lead annual renewal processes, including carrier negotiations, marketing activities, and benefit strategy recommendations.
- Present benefit solutions, renewal recommendations, and educational materials to clients and stakeholders.
- Serve as the primary point of contact for benefit program administration, policy changes, enrollment, billing, claims, and eligibility issues.
- Coordinate open enrollment meetings, employee education sessions, and benefit implementations.
- Stay current on legislative and industry developments and advise clients on potential impacts.
- Partner with internal service teams and carrier representatives to ensure timely, accurate client support.
- Identify opportunities to expand client relationships and introduce additional products and services.
- Maintain accurate client records, reporting, and CRM documentation.
- Support special projects, team initiatives, and mentoring opportunities as needed.
About You
Required:
- A minimum of five (5) years group insurance experience, including medical, dental, vision, life and disability insurance programs.
- Must be a self-starter who is detail oriented and has excellent verbal, written and presentation skills.
- Ability to build relationships with prospects, clients and Senior Management.
- Possess negotiating skills and mathematical ability.
- General knowledge of management and decision making of California Public Agencies (i.e., insurance committees, bargaining units, etc.).
- Basic underwriting skills and understanding of funding methodologies.
Proficient in Microsoft Outlook, Excel, PowerPoint and Word.
Adept at accessing business data from the Internet when required.
#LI-CS4
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)
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