Account Executive, Employee Benefits

Introduction 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 ll be 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. If you re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview If you re a seasoned benefits professional who thrives on building trusted partnerships, solving complex challenges, and making a meaningful impact, Keenan invites you to bring your expertise to a team that s shaping the future of insurance consulting in California. For more than 50 years, Keenan has been a leader in serving California school districts, public agencies, and hospitals with innovative solutions in employee benefits, workers compensation, loss control, financial services, and property & liability. Now as part of Gallagher, a global powerhouse in insurance, risk management, and consulting, you ll join a culture built on integrity, collaboration, and a commitment to helping organizations and communities thrive. We are seeking an experienced Employee Benefits Account Manager to support and grow a portfolio of Centers of Excellence (COE) accounts. In this clientfacing role, you will be responsible for delivering proactive, highquality service across the full employee benefits lifecycle-including renewals, open enrollment, compliance, vendor management, and strategic initiatives. You will serve as a trusted advisor to clients, partner agencies, and internal Keenan/Gallagher teams, ensuring a seamless, solutionsoriented experience while driving longterm client retention and satisfaction. This role is remote within the state of California and provides a competitive salary range of $75,000 to $115,000 annually, based on experience and qualifications. How you'll make an impact Client Relationship & Retention Drive longterm client satisfaction and retention across assigned COE accounts and partner agencies Build and sustain strong, trustbased client relationships through regular engagement, meetings, and clear communication Serve as the primary client advocate, proactively identifying needs and recommending benefit program adjustments aligned with organizational goals Consultative Account Management Apply consultative techniques to assess client needs, evaluate existing benefit programs, and recommend appropriate products, services, and enhancements Maintain deep familiarity with assigned accounts to support proactive service delivery and strategic planning Partner closely with Property & Casualty counterparts to provide coordinated, holistic client support Compliance & Regulatory Support Maintain working knowledge of legislative and regulatory developments impacting employee benefit programs Communicate compliance requirements and legislative updates to clients in a timely manner Support completion of compliance activities in partnership with the COE Compliance team Review Summary Plan Descriptions (SPDs), plan documents, amendments, master contracts, and related materials for accuracy and compliance Marketing, Renewals & Open Enrollment Collaborate with the COE marketing team to collect data, analyze carrier proposals, and support renewal negotiations Prepare and deliver clientfacing presentations, including marketing and underwriting materials as needed Coordinate and support annual open enrollment activities, employee orientations, and health fairs Provide daytoday service support across a wide range of benefit programs Operations & Administration Serve as liaison between clients and carriers to resolve billing, eligibility, premium, and claims issues Support employee advocacy and helpline teams in claim investigations and resolutions Prepare materials for Insurance Committee or Benefits Committee meetings Process renewals, premium invoices, and revenue projections in accordance with established procedures Manage and communicate openitem lists to ensure timely completion of client deliverables Accurately update renewal and revenue information within Epic and/or Salesforce Complete Keenan New Business Requirements (NBRs) for new accounts and renewals Participate in required internal and external meetings Perform additional duties as assigned in support of business objectives

About You Required:

Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.

Preferred:

Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

Behaviors:

Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner. 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... •The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements 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 (herein referred to as protected characteristics ) 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.