• Account Executive - EB

    Job ID
    # of Openings
    Employee Benefits Service
  • Overview

    AssuredPartners has an immediate opening for an experienced Employee Benefit Account Executive. In this role, you will collaborate with Producers to develop and provide support for clients' Employee Benefit programs. If you enjoy a challenge and find satisfaction in working in a team environment to provide superior customer service, this could be the position for you!


    Along with being a leader in the insurance brokerage arena, AssuredPartners takes pride in choosing individuals that best suit our organization and client needs. As an experienced professional, you’ll find that our team philosophies and opportunities may be just the change you’re seeking to develop and build your talents for the future.


    We offer a competitive package of compensation and benefits including multiple health plan options, health savings accounts, flexible spending account options, dental, vision, 401K, paid time off and paid holidays, company paid life and disability insurance and more.




    Essential Duties and Responsibilities:

    • Responsible for strategic management of assigned book of business in conjunction with Producer to understand the client’s business and assist in developing Employee Benefit programs and initiatives that support the client’s goals and objectives. Identifies opportunities for adding other lines of coverage or services. 
    • Acts as project manager by clearly communicating and collaboratively guiding the account management team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communication.
    • Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client. 
    • Responsible for new and renewal client proposals and presentations.  Frequent out of office travel to client meetings required.  
    • Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate.
    • Coordinates and ensures a smooth transition process for new customers.
    • Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary. 
    • Follows agency policies and procedures including reviewing client contracts, maintaining client files, HIPAA compliance, and agency audits among others. 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. 
    • Participates in special projects/teams, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.



    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    Education and/or Experience:

    College degree or experience equivalent.  Prior experience in the employee benefits insurance industry and/or prior work experience in the human resources field handling employee benefits is a requirement.


    Certificates, Licenses, Registrations:

    Current Louisiana Life and Health insurance license or ability to obtain this license upon hire.


    Language Skills:

    Ability to read and interpret documents such as insurance policies, agency policies and procedures and safety rules. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. 


    Mathematical Skills:    

    Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.


    Reasoning Ability:    

    Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.


    Computer Skills: 

    To perform this job successfully, an individual should have knowledge of agency management software; Internet software; spreadsheet software, PowerPoint, word processing software and Microsoft Outlook.  Prior experience in BenefitPoint agency management system is preferred.


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