Account Executive-Employee Benefits (Mid-Market) - Assured Partners

Overview

We are hiring for a Mid-Market Employee Benefits Account Executive. This role will handle the day-to-day operations of clients' insurance needs and work with various team members to deliver proper insurance and risk management services for clients.

The Ideal Candidate

• You have strong critical thinking skills and focus on accuracy
• You enjoy supporting a team and have strong customer service skills
• You have great communication skills (verbal & written)
• You have the ability to work independently and problem-solve

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

• Client Support
  • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
  • Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
  • Conduct quarterly service status calls to assigned book of business clients.
  • Assist in completion and processing of applications; Schedule, prepare for, and support open enrollment meetings.
  • Support in client retention by maintaining a positive relationship and image with clients.
• Account Management
  • Support in enrollment, benchmarking, financial and utilization data based on financial review standards.
  • Maintain all client information in accordance with both company procedures and HIPAA regulations. Follow company procedures in order to achieve positive audit results.
  • Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Work with carrier to ensure accuracy of client information and forms. Communicate any outstanding or impactful topics from the carrier back to the client.
  • Oversee installation of the group on renewal. Finalize enrollment with carrier and report the results to team members.
  • Support maintenance of agency management system, communication system, and other tools.
  • Collect forms/data/schedules for regulatory compliance.
• Insurance Expertise
  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
  • Update BenefitPoint in a timely manner including updates to on-going activity.
• Other duties as assigned.

What's in it For You?

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 AssuredPartners  

What You'll Need

• 2-5 years of experience with self-insured and fully insured clients in the local market required.
• Life and health license required.
• Working knowledge of available employee benefits coverages based on business and industry
• Proficient in providing client service through electronic, telephone, and in-person interaction
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software

Grow, with us

AssuredPartners 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’re proud to be the fastest-growing independent insurance broker in America, 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.

AssuredPartners 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. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!