Account Executive - Employee Benefits

Job ID
# of Openings
Employee Benefits Service
Office Location
600 Jefferson Street
Location : Location


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.




The Account Executive provides strategic relationship management and consultative services to large clients with fully insured and self-funded health plans.  As the leader of the client team, this role has a responsibility to assemble, mobilize and deploy AssuredPartners' health and welfare benefit resources to provide outstanding consulting, marketing, and communication efforts to meet our client's employee benefits needs.  While utilizing their unique skills and abilities with health & welfare benefit plan design, the Account Executive will consult with clients to deploy insurance coverages and enrollment management services, coordinate all communication efforts and use their understanding of our client's needs to expand business opportunities and further solidify our relationships with them.  The ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision is essential.


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. 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. 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 communication. Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client.
  • 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.
  • Develop and 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.


Minimum Qualifications, Education and/or Experience:

  • Bachelor’s degree and 5+ years industry experience; or combination of education and/or equivalent work experience.
  • Self-funded health plan knowledge and experience
  • Proficient in Microsoft Office applications and demonstrated ability to learn new software systems
  • Life & Health License (Required)


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed