HealthcareX
Search Jobs
Overview
Keenan, now a part of Gallagher, 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 an Account Coordinator. The Account Coordinator will provide client administrative services to assigned Property & Casualty (P&C) book of business as well support to Account Executive, Director of Account Management, Team Leader/Senior Account Manager, Account Manager and Risk Management Analyst This person wil prioritize client needs and internal responsibilities. The Account Coordinator will also manage timelines and have the ability to pivot at a moment’s notice.
How you'll make an impact
- P&C Client Service Responsibilities:
- Process certificates of insurance.
- Provide Auto proof of coverage.
- Distribute coverage endorsements.
- Manage renewal application process, including collection of payroll and employee data.
- Facilitate stand-alone policy renewals.
- Issue and monitor invoices to prevent late fees.
- Maintain and provide customer support for online resource center and Learning Management Systems (P&C Bridge, KSS/KSC/KSP).
- Prepare annual program summary materials.
- Attend client meetings, as needed.
- Develop and maintain client relationships
- Be accessible for phone inquiries.
- Insurance Pool Administration Responsibilities:
- Coordinate meeting process, (prepare and distribute agendas, packets and minutes.
- Verify meeting quorums.
- Maintain calendar, policies, contracts and websites if applicable.
- Prepare, distribute and maintain JPA documents.
- Manage compliance documents (Form 700 and Secretary of State Filings).
- Assist with client educational workshops.
- Attend Board meetings and workshops as needed.
- Administrative Support:
- Coordinate virtual meetings, conference and travel arrangements, client dinners and/or meetings.
- Process expense reports and other clerical duties as needed.
- Provide Receptionist coverage (as assigned depending upon branch office).
- Maintain client data platforms (Salesforce)
- Collaborate with team members to create Power Point presentations, spreadsheets, and other documents (including printing and binding).
- Maintain and update client files (hard copy and electronic)
- Other duties as assigned.
Compensation:
The target salary range for this position is $50,000 to $60,000 (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.
About You
Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills.
Preferred:
- Minimum of two (2) years administrative experience.
- Active Property & Casualty License preferred (if not licensed must secure within one (1) year from date of hire).
- Excellent written and verbal communication skills.
- Must be organized and detail oriented.
Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication 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.
Overview
The Client Service Leader is responsible for leading a team of client service managers while actively participating in client service delivery. This role requires a balance of strategic leadership, team development, and direct client interaction to ensure the highest level of service and satisfaction. This role is pivotal in ensuring Gallagher's commitment to delivering exceptional client service and fostering a culture of excellence within the team. The Client Service Leader is expected to lead by example, demonstrating both strategic vision and hands-on expertise.
How you'll make an impact
- Leadership and Team Management:
- Lead, mentor, and develop a team of client service professionals to achieve departmental goals.
- Foster a collaborative and high-performance culture within the team.
- Conduct regular performance reviews and provide constructive feedback to team members.
- Identify training and development needs and facilitate appropriate learning opportunities.
- Client Service Delivery:
- Actively engage with clients to understand their needs and provide tailored insurance solutions.
- Manage a portfolio of key accounts, ensuring client satisfaction and retention.
- Resolve complex client issues and escalations promptly and effectively.
- Collaborate with internal teams to deliver comprehensive risk management strategies.
- Strategic Planning and Execution:
- Develop and implement client service strategies that align with Gallagher's business objectives.
- Monitor industry trends and adjust service offerings to meet evolving client needs.
- Contribute to business development efforts by identifying opportunities for growth within existing accounts.
- Operational Excellence:
- Ensure compliance with company policies, procedures, and regulatory requirements.
- Optimize processes to improve efficiency and service delivery.
- Utilize data and analytics to drive decision-making and improve client outcomes.
- Communication and Relationship Building:
- Build and maintain strong relationships with clients, stakeholders, and partners.
- Communicate effectively with clients to convey complex information clearly and concisely.
- Represent Gallagher at industry events and networking opportunities.
About You
Required: 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. Life & Health licensing as required.
Preferred:
- Bachelor's degree in Business, Insurance, Risk Management, or a related field.
- Proven experience in client service within the insurance industry.
- Strong leadership skills with experience managing and developing teams.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite and CRM software.
#LI-PF1
#LI-Hybrid
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.
Overview
Accretive Enrollment Services, now a part of Gallager, offers comprehensive enrollment services and voluntary benefits tailored to meet the diverse needs of your client's workforce, enhancing financial stability and productivity.
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.
We have an exciting career opportunity for an Enrollment Team Lead in our Houston office. The Team Lead will support the Enrollers with end-to-end support for access, enrollments and accountability. The lead should monitor and track their team's success and bring in additional training and support as needed.
How you'll make an impact
On-Going
- Testing the databases.
- Update training resources for new enrollment platforms.
- Serving as a resource for the unified chat.
- Answering chat questions and navigating resources as a first line of command and escalating to management as needed.
- Assigning and working service tickets.
- Monitoring and supporting the queue.
- Updating and managing folder content as needed (archive old versions of EG in Enrollment Folder).
- Updating matrix.
- Schedule support for lunch and personal break facilitation.
- Monitor PTO availability for ticket response and support.
- Manager, populate, and review department OneNote.
- Conduct one-on-one support and coaching for increased sales opportunities.
- Set goals and expectations for enrollment team.
- QA score management of 80% or higher.
- Testing enrollment systems to ensure accuracy, access, and configuration (2 days prior to each OE)
- Retention of Enrollers.
- Ownership of system corrections with internal partners when Enrollers raise issues and concerns –Resolution Ownership vs. Ticket Creation. Directly communicating with AM/AE for resolution.
Culture
- Creating and controlling the team culture.
- Hosting team building sessions for learning and PD.
- Upholding 85% QA score on personal feedback.
- Advocating and communicating needs to management.
Seasonal
- Enrolling during busy season as needed.
- Scheduled management of seasonal enroller chat, enrolling, and queue.
About You
Required:
- Minimum three to five years’ experience in employee benefit account management preferred.
- Required: Life and Health Agent’s License required for commission bonus participation.
- Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel.
- Knowledge of call center software.
- Knowledge of project management software.
Preferred:
- Highly motivated self-starter with ability to work independently to accomplish established agency goals.
- Strong organizational and time management skills, with an extreme attention to detail.
- Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns.
- Exceptional communication skills, both in the verbal and written word, necessary to communicate with clients, brokers, carriers and prospects concerning employee benefit lines of coverage
- Ability to adhere to and meet deadlines.
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.