Account Executive, Employee Benefits

Company: Keenan & Associates
Location: Riverside
Posted on: April 22, 2025

Job Description:

OverviewKeenan has an exciting career opportunity for an Account Executive in our Employee Benefits division. They will be responsible for client retention, customer servicing, providing support and assists with growing the book of business and managing renewals in the territories of the Account Executives they support.Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.What You'll Do

• Responsible for retention of business in assigned territory.
• Establishes and maintains client relationships by providing regular visits and open communication.
• Uses consultative techniques to manage assigned accounts and suggest new services and products and makes recommendations based on analysis of customers' existing insurance packages, circumstances and needs.
• Expands existing relationships by recommending additions or changes to current insurance programs in anticipation of the customers' needs.
• Maintains thorough knowledge of regulatory and legislative changes that affects our customers.
• Gathers, evaluates and negotiates carrier renewals on assigned accounts' insurance programs.
• Advises and makes product/program recommendations based on the customers' needs.
• Manages marketing's for insurance programs of assigned accounts which include collecting all appropriate data, and completing marketing forms while ensuring that the BenefitPoint marketing procedures are followed.
• Develops and delivers customer presentations.
• Provides day-to-day client consulting on a wide range of benefit programs.
• Collaborates with the P&C counterpart in assigned territory to maximize client retention.
• Maintains thorough knowledge of accounts within assigned territory.
• Ensures timely, accurate and efficient service to customers.
• Works with service team to prepare communication materials and complete internal procedures for installation of new cases.
• Interfaces with client/carrier in resolution of billing, premium and eligibility problems.
• Assists in the creation of medical Plan Documents, Summary Plan Descriptions (SPDs) and amendments.
• Coordinates the proofing of master contracts and amendments.
• Prepares and presents material as requested by client for Insurance Committee Meetings, Wellness meetings and JPAs.
• Resolves routine and complex claim problems.
• Coordinates annual open enrollments/health fairs and conduct employee orientation meetings as required.
• Communicates required legislative changes to clients as needed.
• Processes renewals and premium invoices as required.
• Gathers data for employee benefit studies from assigned clients that provide existing and potential clients with a comparison of benefits within their county and industry, as well as determines coverage information on potential clients.
• Prepares and produces scheduled reports in a timely manner.
• Maintains SalesForce.com CRM system on assigned accounts.
• Attends required meetings. All other duties as assigned.What You'll Need
  • Minimum three (3) years of experience in employee benefits required.
  • Must be a self-starter who is detail oriented and has excellent verbal, written and presentation skills.
  • Life and Disability license required.
  • Ability to build relationships with clients and Senior Management.
  • Possess negotiating skills and mathematical ability.
  • Basic underwriting skills and understanding of funding methodologies.
  • General knowledge of management and decision making of California Public Agencies (i.e. insurance committees, bargaining units, etc.).
  • Software: Proficient in Microsoft Outlook, Excel, PowerPoint and Word. Intermediate to advance knowledge of SalesForce and BenefitBridge software is preferred. Adept at accessing business data from the Internet when required.What's in it For You?To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:
    • Competitive base salary
    • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
    • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
    • Company match 401(k) plan - 50% up to 6%!
    • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
    • Opportunity to prioritize your mental health with 24/7 access to licensed therapists
    • Pet benefits & discounts
    • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartnersCompensation:The target salary range for this position is $100,000.00 to $125,000.00 (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 but candidate must reside in California.Grow, with usAccretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.Accretive is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
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Keywords: Keenan & Associates, San Diego , Account Executive, Employee Benefits, Other , Riverside, California