Account Executive

Gallagher•Torrance, CA

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. 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.

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

Competitive and comprehensive compensation package
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