Senior Account Executive

GallagherRancho Cordova, CA

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. As a Senior Account Executive, you’ll serve as the strategic advisor and primary relationship manager for a portfolio of key clients. You’ll guide them through the complexities of employee benefits, anticipate their evolving needs, and deliver solutions that support their employees and organizational goals. Your work directly supports organizations that serve millions of Californians. You’ll help clients make informed decisions that impact employee well‑being, financial stability, and long‑term organizational health.

Requirements

  • Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
  • 1+ years supervisory experience.
  • Appropriate licensing as required.

Nice To Haves

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

Responsibilities

  • Lead the retention and growth of client accounts within your territory.
  • Build and strengthen long‑term client relationships through proactive communication and consultative guidance.
  • Analyze existing benefit programs and recommend enhancements, new products, or strategic adjustments.
  • Manage and negotiate carrier renewals, ensuring clients receive competitive and compliant programs.
  • Stay current on regulatory and legislative changes and help clients understand their implications.
  • Deliver compelling presentations to clients, committees, and employee groups.
  • Partner closely with internal teams—including P&C, service, and marketing—to ensure seamless execution and exceptional service.
  • Troubleshoot and resolve complex issues related to claims, billing, eligibility, and carrier interactions.
  • Support the development and review of plan documents, SPDs, amendments, and master contracts.
  • Oversee open enrollment activities, health fairs, and employee education sessions.
  • Maintain accurate account information in Salesforce and prepare reports as needed.
  • Mentor and support service team members as part of a collaborative, high‑performing environment.

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
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