Account Coordinator

Gallagher•Rancho Cordova, CA

8d•$50,000 - $60,000

About The Position

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 Keenan, now a part of Gallagher, 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. Keenan has an exciting career opportunity for an Account Coordinator. The Account Coordinator will provide client administrative services to assigned Property & Casualty (P&C) book of business as well support to Account Executive, Director of Account Management, Team Leader/Senior Account Manager, Account Manager and Risk Management Analyst This person wil prioritize client needs and internal responsibilities. The Account Coordinator will also manage timelines and have the ability to pivot at a moment’s notice.

Requirements

High School diploma/equivalent plus 1 year directly applicable experience.
Proficiency in Microsoft Office and basic math skills.
Exceptional organizational skills
Proficient in using technology as a tool to maximize productivity and quality.
Strong written and verbal communication skills.

Nice To Haves

Minimum of two (2) years administrative experience.
Active Property & Casualty License preferred (if not licensed must secure within one (1) year from date of hire).
Excellent written and verbal communication skills.
Must be organized and detail oriented.

Responsibilities

Process certificates of insurance.
Provide Auto proof of coverage.
Distribute coverage endorsements.
Manage renewal application process, including collection of payroll and employee data.
Facilitate stand-alone policy renewals.
Issue and monitor invoices to prevent late fees.
Maintain and provide customer support for online resource center and Learning Management Systems (P&C Bridge, KSS/KSC/KSP).
Prepare annual program summary materials.
Attend client meetings, as needed.
Develop and maintain client relationships
Be accessible for phone inquiries.
Coordinate meeting process, (prepare and distribute agendas, packets and minutes.
Verify meeting quorums.
Maintain calendar, policies, contracts and websites if applicable.
Prepare, distribute and maintain JPA documents.
Manage compliance documents (Form 700 and Secretary of State Filings).
Assist with client educational workshops.
Attend Board meetings and workshops as needed.
Coordinate virtual meetings, conference and travel arrangements, client dinners and/or meetings.
Process expense reports and other clerical duties as needed.
Provide Receptionist coverage (as assigned depending upon branch office).
Maintain client data platforms (Salesforce)
Collaborate with team members to create Power Point presentations, spreadsheets, and other documents (including printing and binding).
Maintain and update client files (hard copy and electronic)
Other duties as assigned.

Benefits

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
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