AssuredPartners

Account Executive - EB

Job ID
2021-7946
# of Openings
1
Category
Employee Benefits Service
Office Location
3300 W Esplanade Ave
Location : Location
US-LA-Metairie

Overview

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 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.

Responsibilities

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.
  • 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.

Qualifications

Minimum Qualifications, Education and/or Experience:

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

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