Employee Benefit Account Manager

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Liverpool, United States AssuredPartners Full time

As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Executive to support our Employee Benefits department and deliver exceptional risk management solutions to our growing client base.

Our Account Executive will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients' insurance programs.

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us

Why This Role?

  • Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
  • Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
  • 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.
  • Effectively manage difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details.
  • 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.
  • 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.
  • Review changes in carrier offerings and policies and relay information to the larger service team.
  • Facilitate and collaborate with account team on the agency’s renewal 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.

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