Account Executive, Employee Benefits

Gallagher • Torrance, CA

20h • Remote

About The Position

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 client‑facing role, you will be responsible for delivering proactive, high‑quality 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, solutions‑oriented experience while driving long‑term 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.

Requirements

• 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.

Nice To Haves

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

Responsibilities

• Drive long‑term client satisfaction and retention across assigned COE accounts and partner agencies
• Build and sustain strong, trust‑based 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
• 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
• 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
• Collaborate with the COE marketing team to collect data, analyze carrier proposals, and support renewal negotiations
• Prepare and deliver client‑facing presentations, including marketing and underwriting materials as needed
• Coordinate and support annual open enrollment activities, employee orientations, and health fairs
• Provide day‑to‑day service support across a wide range of benefit programs
• 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 open‑item 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level