The Service Coordinator works alongside the Senior Account Manager and Consultant team to provide customer service support to clients, interact with vendors and clients to provide information in response to inquiries about products or services and resolve benefits related issues.

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 daily account activities by providing administrative support to Account Management team.
• Prepare literature, booklets, and complete internal procedures for installation of new cases.
• Prepare open enrollment communications.
• Complete administrative requirements for carrier.
• Ensure data requests from vendors are complete and all information properly filed.
• Resolve routine claims, eligibility, and billing issues.
• Assist Account Management team to implement service procedures as required.
• Prepare and maintain Insurance Reference Manuals.
• Coordinate annual Benefits Fairs and Open Enrollments activities.
• Attend and participate in team meetings as required.
• Prepare required reports.
• Maintain hardcopy and electronic filing procedures.
• Assist with data gathering for renewals as needed.
• Attend client meetings with Account Managers as required.
• Maintain positive working relations with clients and carrier representatives.
• Assist with mass mailing and other projects.
• Develop excellent communications skills with clients, vendors and other internal Keenan staff.
• Be sensitive to the proprietary nature of information relating solely to Keenan HealthCare clients, policies, etc., and be responsible for not divulging this information to anyone without a need to know.
• Schedule and coordinate client appointments and/or conference calls
• Attend monthly client service calls and take notes on activities/deliverable status changes.
• Follow-up and track deliverables from client service calls.
• Schedule annual luncheons/meetings with vendors and clients.
• Assist Consultant/Account Manager with PowerPoint presentations and coordinate all production materials. Assemble all handout materials for meetings.
• Maintain, update and track quarterly, monthly and annual reports on Northern CA account management log – follow up with appropriate party when reports are delinquent and send reminders prior to report due date.
• Handle/assist to resolve eligibility and claims issues with vendors and provide follow-up to clients.
• Prepare and update client and vendor contact lists.
• Set logistics for all meetings, preparing all handouts, ordering lunches, providing directions to location and include conference room meeting details.
• Attend open enrollment meetings/benefit fairs.
• Follow-up with clients on overdue bills.
• File, copy, and scan documents as needed.
• All other duties assigned.

• Two (2) or more years of group insurance experience is preferred or general office or project management experience. 
• Understanding of claims adjudication, eligibility/enrollment procedures, and billing reconciliation/premium calculations is preferred.
• Insurance Life and Health Agent License through the State of California and must be maintained through continued education. Must be obtained within six (6) months of employment.
• Must represent Keenan Healthcare with the highest level of professionalism, exhibit positive customer service attitude and possess excellent communication and organizational skills.
• Proficient in Microsoft Outlook, Excel, PowerPoint and Word.  Adept at accessing business data from the Internet when required.

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 $60,000.00 to $70,000.00 (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. Hybrid work environment.

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!