Gallagher · 11 hours ago
Senior Service Analyst
San Jose, CA
Full-time
Onsite
Senior Level
$90K/yr - $110K/yr
5+ years expGallagher is a leading insurance brokerage and consulting firm dedicated to helping clients manage risk effectively. The Senior Service Analyst will process new cases, service existing accounts, and assist with client relationships and presentations to support the Account Manager/Account Executive.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
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
Qualification
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
Active Life and Disability license required
Ability to build relationships with customers
Ability to multi-task and math aptitude
Technical knowledge of claims adjudication
Ability to travel
Benefits
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
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...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase