Employee Benefits Account Manager

2 weeks ago

Plano, Texas, United States AssuredPartners Full time
Job Overview

AssuredPartners is in search of an Employee Benefits Account Manager

  • Compensation: Attractive salary with comprehensive benefits package including health, dental, vision, 401k, and paid time off.
  • Work Environment: Hybrid work model with a blend of in-office and remote work.
  • Working Hours: Standard business hours, Monday to Friday.
  • Position Level: Employee Benefits Account Manager (non-management)
  • Our Exceptional Benefits Include:
    • 401K with employer match
    • Health, Dental, and Vision Coverage
    • Health Savings and Flexible Spending Accounts
    • Employer-sponsored life insurance and disability coverage
    • Optional life insurance and critical illness coverage
    • Generous paid time off and holidays
    • Flexible work schedules
    • Travel expense reimbursement
    • Bonus opportunities for non-sales roles

Role Summary:

The Account Manager will collaborate closely with the Producer and service team, taking charge of the strategic oversight of clients' employee benefit programs and goals. This role also involves fostering and sustaining relationships with both internal and external stakeholders and insurance carriers.


Qualifications:

  • Bachelor's degree preferred; or 3-5 years of relevant experience and/or training; or a suitable combination of education and experience
  • Life and health insurance license required
  • Proficient in technology; capable of mastering various systems. Intermediate proficiency in Microsoft Office Suite
  • Strong verbal communication abilities

Ideal Candidate Profile:

  • Adept at problem-solving, you excel at ensuring client satisfaction and devising effective solutions
  • You possess a strong team-oriented mindset and are highly reliable
  • You communicate effectively, both in writing and verbally

Key Responsibilities:

  • Strategically manage an assigned portfolio in partnership with the Producer to comprehend the client's business and assist in crafting employee benefit strategies that align with their objectives; ensure a seamless onboarding process for new clients.
  • Provide enrollment, benchmarking, financial, and utilization insights based on established financial review criteria and offer recommendations as necessary.
  • Identify opportunities for expanding coverage options or services.
  • Educate clients on regulatory matters and support them with compliance-related issues as needed.
  • Act as a project coordinator by effectively communicating and guiding the account team to implement client-specific initiatives that deliver unique value through tailored business plans, service timelines, and corporate communications.
  • Oversee the renewal process, including marketing efforts, understanding underwriting and renewal strategies, and advocating on behalf of the client.
  • Ensure the accuracy of all agency management system data for marketing, benchmarking, and other purposes.
  • Maintain ongoing updates in the agency management system.
  • Build and sustain relationships with internal and external partners and carriers.
  • Contribute to workflow evaluation and enhancement initiatives; provide training as needed.
  • Other responsibilities as assigned.
  • Travel requirements are expected to be 25-50% for this position.

About AssuredPartners:
AssuredPartners offers a dynamic environment where you can thrive within one of the industry's fastest-growing independent firms. You will collaborate with a team that values a shared vision and a culture of community, respect, and trust. While encouraged to share innovative ideas, you will receive the support necessary to bring those ideas to fruition.
As our organization continues to expand rapidly, so do the opportunities for current and future employees to learn and grow alongside top leadership for ongoing professional and personal development. You can also expect excellent benefits, a comprehensive PTO plan, and uncapped career advancement potential.

  • Recognized as one of Inc. Magazine's Best-Led Companies
  • Awarded a 5-Star Brokerage designation by Insurance Business Magazine
  • Ranked among the Top 100 Property/Casualty Agencies by Insurance Journal

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