Assist Service Analyst, Account Executive and Sales Executive with internal procedures. Limited field service responsibility.

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.

• Assist with installation of new cases.
• Complete administrative requirements for carrier.
• Proof booklets, Summary Benefits of Coverage, and master contracts.
• Preparation of communication and other enrollment materials.
• Assist with preparation of ICM packets and JPA agendas and minutes and attend in needed.
• Assist in coordination of open enrollment meetings and health fairs and attend if needed.
• Resolution of claim, billing, and eligibility issues; including creating and tracking Activity Logs in BenefitPoint.
• Maintain BenefitPoint on existing customers ensuring all plans/rates are current/reviewed following the established data standards and rate versioning process.
• Process renewals in conjunction with the Account Executive and Service Analyst and follow BenefitPoint procedures.
• Maintain Renewal Status Report.
• Obtain premium and claim reports for experience-rated cases.
• Maintain G drive and audit as assigned.
• Distribute Quarterly Wellness Newsletters, Briefings, and Bi-annual client reminders (waiver of premium, age reduction, beneficiary updates and life events).
• Prepare required Service reports.
• Schedule client appointments when required.
• Exhibit excellent communication skills with clients, carriers, and other Keenan staff.
• Willingness to develop full-service responsibility for assigned clients.
• Be sensitive to the proprietary nature of information relating solely to Keenan & Associates’ clients, policies, etc., and be responsible for not divulging this information to anyone without a need to know.
• All other duties as assigned.

• Minimum of two (2) years’ group insurance experience required.
• Excellent communication and organizational skills; ability to multitask; ability to work under pressure and with minimum supervision.
• Proficiency in Microsoft Windows, Word, and Outlook; accurate and detail oriented; math aptitude; flexible attitude and hours; ability to travel.
• Life and Disability license preferred or must be willing to obtain within one (1) year of hire.
• Willingness to participate in continuing education programs (preferably group-insurance related).

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 our company.

Compensation:

The target salary range for this position is $65,000.00 to $75,000.00 (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 Northern California.

Accretive 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!