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Account Manager

3 months ago

Lititz, United States AssuredPartners Full time

AssuredPartners in Lititz, PA, is growing; we are hiring an Account Manager in our employee benefits division to lead our book of business, work with small/middle groups, and deliver exceptional risk management solutions to our growing client base. You will partner with our sales team to facilitate the day-to-day management of current clients' insurance programs, helping the world prepare for the unexpected.


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


Why this Role?

  • Build meaningful relationships with clients while providing them with impactful solutions.
  • High visibility to Senior Leadership – work alongside Client Services, Sales, and Agency Leadership, who prioritize your learning and development.
  • Opportunity for upward mobility and advancement opportunities across AssuredPartners


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 the assigned book of business clients.
  • Assisted in completing and processing applications; Scheduled, prepared for, and supported 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 company procedures and HIPAA regulations. Follow company procedures to achieve positive audit results.
  • Ensure account information accuracy for new and renewal policies, endorsements, and audits. Work with carriers to ensure the 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 assist with inquiries from the carrier.
  • Update BenefitPoint promptly, including updates to ongoing activity.
  • Other duties as assigned.


What You'll Need:


  • Two years of related Employee Benefits experience required
  • Life and health License 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 the use of Agency Management software or demonstrated skill at quickly learning new systems
  • Proficient in the use of Microsoft Office or similar software, including spreadsheet and presentation software


What's In It For You:


To help you make the best decision for your personal growth, it’s important for 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, five affordable medical plan options with rates based on your salary, company-paid HSA contribution with eligible HSA plan selection, two dental plan options offering orthodontia coverage and three cleanings per year, and two vision plan options.
  • Company match 401(k) plan – 50% up to 6%
  • Support 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 and discounts.
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners.