Account Executive - EB - AssuredPartners

SES has an exciting career for an Account Manager. In this role, you will provide client support, including comprehensive account management for a book of business, from proposal through evaluation of risk and industry changes. The position requires a significant degree of independent judgment and discretion and is responsible for developing others through formal and informal leadership and mentoring. In accordance with the seniority of the role, the Account Manager possess advanced product, carrier, and underwriting knowledge and remains informed of industry changes in these areas.

SES, an Accretive company, is an employee benefits firm specializing in the Design, Communication/Enrollment and Service of Employee Benefit Plans. Additionally, we provide Human Resource Solutions, including Plan Design, Insurance Carrier Negotiations, Benefit Management Systems, Online Communication and Enrollment Systems, PEO/Payroll Services, and Small Business and Individual Insurance Solutions. 

• Client Support
• Lead meetings with clients, including meetings at client locations.
• Responsible for providing comprehensive client support and act as main client contact for book of business. Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications.
• Effectively manage difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details.
• Support in client retention by maintaining a positive relationship and image with clients.
• Account Management
• Prepare for and lead open enrollment meetings.
• Review and support in enrollment, benchmarking, financial and utilization data based on financial review standards.
• Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and directed by.
• Agency management.
• Own all audit, review and claims processes for assigned book of business.
• Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Support maintenance of agency management system, communication system, and other tools.
• Insurance Expertise
• Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed.
• Fluent in the client’s industry and current events that can modify the coverages needed.
• Review changes in carrier offerings and policies and relay information to the larger service team.
• Leadership
• Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
• Facilitate and collaborate with account team on the agency’s renewal strategy.
• Client Strategy
• Provide clients with tailored EB programs and review methods of handling risks. Identify and explain gaps in program. Work with the producer to write new business.
• Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary.
• Other duties as assigned.
• Some travel may be required.

• Minimum 5+ years of account management experience in employee benefits insurance.
• Current Florida Life and Health license required; professional designations preferred.
• Experience as primary contact providing comprehensive client support to a group of accounts.
• Skilled at facilitating meetings and delivering presentations to groups.
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
• Advanced client support and client advocacy skills.
• Demonstrated leadership through mentoring and guidance of more junior employees.
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
• Skilled in use of agency management software; able to quickly learn new systems.  

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 Accretive.  

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!