[Hiring] Senior Account Executive @Gallagher

Role Description

Keenan is seeking a dynamic Senior Account Executive to serve as a trusted advisor to clients and drive long-term account success. In this role, you will:

• 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.

Qualifications

• 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.

Benefits

• 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.