Employee Benefits Account Manager
2 weeks ago
About AssuredPartners:
AssuredPartners is a leading independent insurance agency that values collaboration, community, and innovation. We are committed to providing our employees with opportunities for professional growth and development while fostering a culture of respect and trust.
Position Overview:
The Employee Benefits Account Executive plays a crucial role in managing and optimizing clients' employee benefit plans. This position requires collaboration with producers and service teams to ensure client satisfaction and success.
Key Responsibilities:
- Manage a designated portfolio of clients, working closely with producers to align employee benefits programs with client objectives.
- Provide comprehensive data analysis, including enrollment, benchmarking, and financial reviews, to support informed decision-making.
- Identify opportunities for additional coverage and services to enhance client offerings.
- Educate clients on regulatory requirements and assist with compliance matters.
- Lead project management efforts to ensure effective execution of client-specific initiatives and service timelines.
- Oversee the renewal process, including marketing strategies and negotiations on behalf of clients.
- Maintain accurate records within the agency management system for reporting and analysis.
- Foster relationships with internal teams and external partners to ensure seamless service delivery.
- Contribute to workflow improvements and provide training as needed.
- Travel may be required up to 50% for client meetings and engagements.
Qualifications:
- A bachelor's degree is preferred, or equivalent experience in a related field.
- Possession of a life and health insurance license is required.
- Proficiency in technology and familiarity with various software systems, including Microsoft Office.
- Strong verbal communication skills and the ability to articulate complex information clearly.
The Ideal Candidate:
The successful candidate will be a proactive problem solver with a commitment to client satisfaction. You will thrive in a team-oriented environment and demonstrate reliability and effective communication skills.
Our Benefits:
We offer a competitive salary and comprehensive benefits package, including health, dental, and vision insurance, 401(k) with matching, flexible schedules, and paid time off.
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