Senior Account Executive

Gallagher; Corona (CA); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

Collaborative culture

Global reach

Job summary

Gallagher, a leading insurance brokerage and consulting firm based in California, seeks a dynamic Senior Account Executive to serve as a trusted advisor to clients and drive long-term account success. You will lead client relationships, oversee benefit strategy and renewals, and collaborate with internal teams to deliver exceptional service and results.

Keenan, now a part of Gallagher, provides employee benefits, workers' compensation and related consulting for hospitals, public entities, and

Qualifications

• Minimum of five years group insurance experience (medical, dental, vision, life, disability).
• Strong verbal, written and presentation skills.
• Ability to build relationships with prospects, clients and senior management.
• Negotiation skills and mathematical aptitude.
• Knowledge of California public agencies insurance considerations.
• Basic underwriting and funding methodology understanding.
• Proficient in Microsoft Office applications.

Responsibilities

• Manage and retain a book of employee benefits business within an assigned territory.
• Develop trusted client relationships through regular communication and strategic consulting.
• Analyze client benefit programs and recommend solutions.
• Lead renewal processes with carrier negotiations and strategy recommendations.
• Present benefit solutions and educational materials to clients and stakeholders.
• Serve as primary contact for benefits program administration, enrollment, billing, claims and eligibility.
• Coordinate open enrollment meetings and employee education sessions.
• Stay current on legislation and industry developments and advise clients on impacts.
• Partner with internal service teams and carriers to ensure timely client support.
• Identify opportunities to expand client relationships and introduce additional products.
• Maintain accurate client records and CRM documentation.
• Support special projects and mentoring opportunities.

Skills

Group insurance expertise

Relationship building

Negotiation

Microsoft Outlook

Excel

PowerPoint

Word

Tools

CRM (Salesforce)

Excel

PowerPoint

Job description

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 seeking a dynamic Senior Account Executive to serve as a trusted advisor to clients and drive long-term account success. In this role, you will lead client relationships, oversee benefit strategy and renewals, identify growth opportunities, and collaborate with internal teams to deliver exceptional service and results. This is an exciting opportunity for a consultative professional who thrives on building strong partnerships and making a meaningful impact for clients.

Keenan, now a part of Gallagher, 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.

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.

How You'll Make An Impact

• Manage and retain a book of employee benefits business within an assigned territory.
• Develop trusted client relationships through regular communication, strategic consulting, and exceptional service.
• Analyze client benefit programs and recommend solutions that address evolving business needs and objectives.
• Lead annual renewal processes, including carrier negotiations, marketing activities, and benefit strategy recommendations.
• Present benefit solutions, renewal recommendations, and educational materials to clients and stakeholders.
• Serve as the primary point of contact for benefit program administration, policy changes, enrollment, billing, claims, and eligibility issues.
• Coordinate open enrollment meetings, employee education sessions, and benefit implementations.
• Stay current on legislative and industry developments and advise clients on potential impacts.
• Partner with internal service teams and carrier representatives to ensure timely, accurate client support.
• Identify opportunities to expand client relationships and introduce additional products and services.
• Maintain accurate client records, reporting, and CRM documentation.
• Support special projects, team initiatives, and mentoring opportunities as needed.

About You

Required:

• A minimum of five (5) years group insurance experience, including medical, dental, vision, life and disability insurance programs.
• Must be a self-starter who is detail oriented and has excellent verbal, written and presentation skills.
• Ability to build relationships with prospects, clients and Senior Management.
• Possess negotiating skills and mathematical ability.
• General knowledge of management and decision making of California Public Agencies (i.e., insurance committees, bargaining units, etc.).
• Basic underwriting skills and understanding of funding methodologies.
• Proficient in Microsoft Outlook, Excel, PowerPoint and Word.
• Adept at accessing business data from the Internet when required.

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace.

If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)