Handling of administrative tasks in support of our Corporate Claims Team. Duties include tasks requiring confidentiality, initiative, urgency and great attention to detail. Administrative support includes transcription, typing, creation of letters, handling incoming calls, maintaining spreadsheets, creation of SmartSheets, coordinating meetings, lunches and set up of branch training classes. Requires use of Excel, Word, PowerPoint, SmartSheet Teams, Zoom and claims system use.

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.

Administrative support

• Draft memos/correspondence.
• Transcribe, edit and distribute minutes of meetings.
• Coordinate remote and physical meetings, to include attendees, reserving conference rooms, coordinating attendance, work with IT on system connectivity, communication with team members on specific needs and anticipate needs.
• Assist with creating PowerPoint, Excel and Word, Adobe PDF documents.
• Coordinate and order meals for on-site meetings in multiple offices, to include knowing and staying within budgets, making recommendations for meal selection according to attendee restrictions, confidentiality with payment methods, ensure prompt delivery times, meal set up and clean up.
• Ordering/distributing reference material for CCT/management team.

Maintain, Update and Deliver department statistics and maintain historical data

• Requires good knowledge of Excel, including pivot tables, Smartsheet and general understanding of data trends to identify any errors.
• Maintains Keenan internal and external portal inquires.

Other duties as assigned

• Maintain/update databases (ie: Maximus, Bottomline, etc.).
• Claims system data entry in support of both WC and PLCA claims inquiry updates.
• External data updates.
• Special projects as needed.

• Bachelors degree preferred.
• Minimum of one (1) year of experience in a comparable position required, three (3) preferred, typing 60-65 wpm.
• Ability to work independently, with urgency and great attention to detail.
• Ability to identify errors and communicate with senior team members.
• Ability to use the 10key by sight.
• Strong interpersonal skills, excellent communication skills both written and oral.
• Effective organizer, planner, and self-starter.
• 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 $45,000.00 to $50,000.00 (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 flexibility.

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!