Senior Service Analyst

Introduction

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.

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.

• 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 Benefit Point 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 Benefit Bridge, Employee Navigator, and Benefit Point 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.

The target salary range for this position is $90,000 to $110,000 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. Remote work environment flexibility.

Required:

• Bachelors…