AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

Summary:

The Senior Account Manager is a leading account management position and will provide a high level of support to the Manager, the service team, and to our clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Senior Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners.

Essential Duties and Responsibilities:

• Conduct Investment analysis and generate performance reporting for Investment Committee Presentations.
• Prepare presentations for Investment Committees.
• Present investment recommendations to investment committees.
• Coordinate and prepare agendas for upcoming investment committee meetings.
• Record minutes for investment committee meetings.
• Prepare Recordkeeper Market Studies.
• Provide information for Retirement Plan Fee Benchmarking.

Minimum Qualifications, Education and/or Experience:

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• College degree and two years of job-related experience. Requires defined contribution plan experience.

Certificates, Licenses, Registrations:

Series 6 or 7 and 63