Account Coordinator

3 days ago

hunt valley, United States AssuredPartners Full time

At AssuredPartners, Our Hunt Valley, MD, is growing. We are hiring an Account Coordinator in our Employee Benefits division. As experts in protecting what matters most to businesses and individuals, we’re looking to bring you in to support our Employee Benefits department and deliver exceptional benefits solutions to our growing client base. You will work with and learn from experts in the insurance industry to build an exciting career while helping the world prepare for the unexpected. So, if you want to start a new and exciting career in Insurance, look no further

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


*Must be proficient in Microsoft Word, PowerPoint, and Excel*


Why This Role?

  • High visibility to Senior Leadership – work alongside both Client Services and Agency Leadership, who prioritize your learning and development.
  • Opportunity for upward movement on our client services teams
  • Learn the ropes of Employee Benefits and what it takes to successfully support the Sales and Service Teams within this line of business.

Responsibilities:

  • Client Support:
  • Support client retention by maintaining a positive image with the client
  • Assist with creating open enrollment guides
  • Finalize client presentations for new business and renewal meetings
  • Assist with gathering information related to underwriting, data analytics, marketing, and HR services through internal AP departments and outside vendor partners
  • Maintain relationships with carriers and initiate/coordinate meetings with carriers.


  • Account Management:
  • Enters accurate client information into the agency management system and exports data and reports as needed.
  • Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers.
  • Prepares all required client-facing proposal and documents for the AE and assist in tracking data, changes, and client-specific information.
  • Assists with pricing standard and custom benefit plans
  • Assists with completing renewal plan and cost summary exhibits for all products
  • Assists with reviewing claim reports and preparing executive summaries and renewal forecasting
  • Peer reviews all presentations
  • Support Open Enrollment meetings, benefits guides, and communications
  • Assist with compliance forms and processes
  • Create and update Excel workbooks and update systems


  • Insurance Expertise:
  • Actively engage in learning and studying industry trends. Seeks out self-directed learning to increase industry knowledge.
  • Maintains carrier updates and bulletins in a shared document environment. Assists in coordinating and scheduling meetings with carriers as instructed by AE.
  • Other duties and special projects, as assigned.


Qualifications:

  • Must obtain appropriate Life and Health license within 90 Days of hire
  • Strong organization and written/verbal communication skills
  • Strong attention to detail and conscientiousness
  • Efficient prioritization and time management skills
  • Demonstrated customer service focus
  • Ability to quickly learn multiple software systems
  • Proficient in Microsoft Office (Excel, PowerPoint, and Word)


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; 5 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 & discounts
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

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