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.  
Overview

Keenan 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.

How you'll make an impact

·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.

About You

Required: 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.

Preferred: 2-3 years brokerage/agency experience preferred.

Behaviors: Ability to coordinate multiple projects while ensuring timely and accurate client deliverables, with effective problem solving and resolution skills. Strong organizational, project planning and management, analytical, and multi-tasking skills.

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:

• 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

Other benefits include:

• 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
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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