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Employee Benefits Account Manager
2 months ago
About AssuredPartners:
AssuredPartners is a leading firm in the insurance sector, providing exceptional employee benefits solutions. We are currently seeking an Employee Benefits Account Executive to enhance our team.
Position Overview:
The Employee Benefits Account Executive will collaborate closely with the Producer and service team to strategically manage clients' employee benefit plans and objectives. This role involves fostering and maintaining relationships with various internal and external partners and carriers.
Key Responsibilities:
- Strategically manage an assigned portfolio in partnership with the Producer to comprehend clients' business needs and assist in developing employee benefits programs that align with their goals.
- Deliver enrollment, benchmarking, financial, and utilization data in accordance with financial review standards, providing recommendations as necessary.
- Identify opportunities for expanding coverage or services.
- Educate clients on the regulatory landscape and assist with compliance matters as needed.
- Act as a project manager, effectively communicating and guiding the account team to execute client-specific initiatives that deliver unique value.
- Oversee the renewal process, including marketing activities, understanding underwriting, and negotiating on behalf of clients.
- Ensure the accuracy of all agency management system information for various purposes.
- Maintain relationships with internal and external partners and carriers.
- Assist in workflow reviews and improvement initiatives, providing training as necessary.
- Other responsibilities as assigned, with travel expected to be 25-50%.
Qualifications:
- Bachelor's degree preferred; or 3-5 years of relevant experience and/or training; or an equivalent combination of education and experience.
- Life and health insurance license required.
- Proficient in technology with the ability to learn multiple systems; intermediate skills in Microsoft Office products.
- Excellent verbal communication skills.
The Ideal Candidate:
- Adept at problem-solving, with a focus on customer satisfaction and innovative solutions.
- Possesses a strong sense of teamwork and reliability.
- Effective communicator, both in writing and verbally.
Our Comprehensive Benefits:
- 401K with matching contributions
- Medical, Dental, and Vision Insurance
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Employer-paid life insurance and short/long-term disability
- Voluntary life insurance, critical illness, and accident insurance
- Paid time off and holidays
- Flexible work schedules
- Travel reimbursement
- Bonus structure for non-sales roles
