Senior Service Analyst

Gallagher•San Jose, CA

23d•$90,000 - $110,000•Remote

About The Position

Keenan, a Gallagher company, 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 a Senior Service Analyst. The Senior Service Analyst processes new cases and services existing accounts. Provides service to the field, conducts meetings, and open enrollments.

Requirements

Bachelors degree and 5 years related experience required.
Understanding of the key challenges in employee benefit plans and current health care trends.
Excellent client relationship-building and presentation skills.
Active Life and Disability license required.
Aility to build relationships with customers.
Ability to multi-task and math aptitude.
Technical knowledge of claims adjudication.
Ability to travel.

Responsibilities

Assists the AM/AE with required service reports (i.e. New Business Reports, Cancellation Reports and Change Reports).
Assists the AM/AE with the collection of data for marketing cases and communication of potential sales opportunities.
Assists the AM/AE on potential sales leads.
Develops and delivers service presentations to assist the AM/AE with prospect sales.
Assists the AM/AE with the marketing of existing insurance programs of assigned accounts utilizing BenefitPoint and the marketing procedures.
Implements/processes new cases and service existing accounts.
Proofs booklets, Summary Benefits of Coverage, and master contracts.
Establishes and maintains client relationships by providing customer visits according to priorities established within assigned territory.
Ensures timely, accurate and efficient service to customers.
Possesses thorough knowledge of accounts in assigned territory.
Assists Service Coordinators in routine and complex claim, billing, and eligibility issues.
Processes renewals – coordinates with Account Manager in obtaining renewal information and prepares renewal letters, including financial exhibits and benefit summaries.
Reviews School Pool Renewal binder for accuracy and reports any discrepancies to BUAD.
Reviews Premium and Claims reports; works with the AM/AE to provide reports to the client.
Presents information as requested by client; for example, benefit committee meetings and JPA meetings (if the AM/AE are not available).
Attends and participates in open enrollment, health fairs, and employee orientation meetings.
Prepares required Sales and Service reports.
Exhibits excellent communication skills with clients, carriers, and other Keenan staff.
Implements new and routine administrative procedures as required.
Audits Q:drive for accuracy.
Participates in all BenefitBridge, Employee Navigator, and BenefitPoint client renewal and/or new business implementation calls.
Assists in the training of Employee Benefit team members on new products.
Maintains frequent interactions with carrier representatives.
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