Employee Benefits Account Executive
1 day ago
Leading Insurance Company, AssuredPartners, is seeking an Employee Benefits Account Executive
- Salary: Competitive salary and full benefits (health, dental, vision, 401k, PTO and more)
- Office Location: In-office role at 500 N Central Expressway, Suite 550, Plano, TX 75074. Hybrid schedule of 3+ days in-office.
- Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time exempt)
- Job Level: Employee Benefits Account Executive (non-management)
- Our Awesome Benefits:
- 401K + match
- Medical, Dental and Vision Insurance
- HSA and FSA options
- Employer-paid life insurance, short and long-term disability
- Voluntary life insurance, critical illness and accident insurance
- Paid time-off and paid holidays
- Flexible schedules
- Travel reimbursement
- Bonus structure for non-sales positions
Employee Benefits Account Executive Role Summary:
The Account Executive will work in collaboration with the Producer and the service team and is responsible for the strategic management of client’s employee benefit plans and objectives. The Account Executive is also responsible for developing and maintaining relationships with other internal and external business partners and carriers.
Employee Benefits Account Executive Requirements:
- Bachelor degree preferred; or 3-5 years of related experience and/or training; or equivalent combination of education and experience
- Life and health license
- Tech savvy; ability to learn multiple systems. Intermediate skills in Microsoft Office products
- Excellent verbal communication skills
The Ideal Candidate
- An excellent problem solver, you thrive on making customers happy and coming up with great solutions
- You have a strong sense of team work, and you are highly dependable
- You are communicative and able to be effective via written and oral communication
Employee Benefits Account Executive Responsibilities:
- Strategic management of assigned book in conjunction with Producer to understand client's business and assist in developing EB programs and initiatives that support the client's goals and objectives; Coordinates and ensures a smooth transition process for new customers.
- Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate.
- Identifies opportunities for adding other lines of coverage or services.
- Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.
- Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications.
- Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client.
- Ensures accuracy of all agency management system information for marketing, benchmarking and other purposes.
- Updates on-going activity in agency management system.
- Maintains relationships with internal and external business partners and carriers.
- Assists in workflow review and improvement initiatives; Provides training.
- Other duties as assigned..
- Travel is expected to be 25-50% in this role.
About AssuredPartners:
Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.
As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.
- Inc. Magazine's Best-Led Companies of 2021
- Named a 2021 "5-Star Brokerage" by Insurance Business Magazine
- Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies
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