Sales Executive

Gallagher•Pleasanton, 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. Are you a driven professional with a passion for building relationships and delivering tailored solutions? Join Keenan, now part of Gallagher, as a Sales Executive specializing in Employee Benefits. We are a leading insurance brokerage and consulting firm, serving hospitals, public entities, California school districtsm TPA services and Commercial businesses. Keenan, now a part of Gallagher, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability. 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. Sales Executives are tasked with the generation of new business. They prospect for and sell Property & Casualty coverage to new and existing clients in their specified region. Maintain existing relationships with clients in their assigned territory. Our sales cycle is lengthy, therefore qualified candidates must have the ability to build relationships and create a personal bond with clients and prospective clients.

Requirements

Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience.
Minimum of seven (7) years of experience as a sales executive as well as proven relationship-based sales success with school districts.
Active P&C License is required within two (2) months of hire

Responsibilities

Provide primary contact with existing clients and prospects.
Manage a portfolio of accounts by calling on policyholders to deliver and explain policy updates or renewals.
Expand existing relationships by suggesting additions or changes to current insurance program in anticipation of the client’s needs.
Ensure timely, accurate and efficient service to clients.
Use consultative sales techniques to suggest new services and products and make recommendations based on analysis of client and/or prospect’s existing insurance packages, circumstances and needs.
Establish and maintain client relationships by providing regular visits and open communication.
Gather and evaluate all relevant information to obtain premium rates for recommended policy.
Advise and make recommendations based on the client’s budget and current economic environment.
Gather data for employee benefit studies that provide existing and potential clients with comparison of benefits within their county and industry.
Attend ongoing educational/training programs required by the State to maintain current license status.
Establish/maintain comprehensive files on all districts within assigned territory.
Prepare and produce scheduled reports in a timely manner.
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