AssuredPartners

Director of Account Management

Job ID
2021-8502
# of Openings
1
Category
Employee Benefits Service
Office Location
1416 Sweet Home Road
Location : Location
US-NY-Amherst, Town of

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:

This position’s primary responsibilities are managing client accounts and assisting in the growth and development of staff, as well as the overall firm.  This involves expanding and securing new business, managing a book of business that meets or exceeds projections, and participating in the internal management of the company.  In addition, this position will guide staff development through identifying skills and needs, delegating tasks appropriately, and motivating staff to provide outstanding client service. 

Responsibilities

Essential Duties and Responsibilities:

 

  • Manages all aspects of the account management department effectively.
  • Attends and actively participate in executive management meetings offering ideas, insights and recommendations on firm policies, staffing, client service, new business and other topics.
  • Provides training and management of internal CRM platform as well as builds processes and workflows to streamline service and efficiency.
  • Ensures 95% company retention success rate and reports results to executive management team.
  • Handles onboarding, open enrollment meetings, presentations, etc. for prospects and clients with 250 or more employees.
  • Creates metrics based on corporate goals to help ensure team success.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; and participating in professional organizations.
  • Orchestrates strong relationships with internal and external customers and vendors.
  • Assists marketing with pertinent information that needs to get out to clients.
  • Facilitates timely reporting and expenses for the account management department.
  • Handles all employee relations issues and escalates to HR when appropriate.
  • Represents AP Benefit Advisors in a positive and professional fashion with both internal and external customers.
  • Acts as an advocate on behalf of our clients.
  • Maintains customer records by updating account information in company database when applicable.
  • Assists in evaluating current product results; identifying needs to be filled; monitoring competitive options; analyzing and relaying customer experience.
  • Contributes to the team goals by accomplishing related projects.
  • Delegates items when appropriate to the sales consultant and/or marketing team member.
  • Maintains composure and effectiveness under pressure in a deadline driven environment.
  • Working knowledge of compliance and regulatory issues surrounding health & wellness.

Qualifications

Minimum Qualifications, Education and/or Experience:

  • Proficient in Microsoft Office applications
  • Life & Health License (required)
  • 10+ years industry experience
  • Expert in Healthcare Reform and Self-Funding
  • Ability to use various office equipment (copier, scanner, fax machine, telephone, and mail/postage equipment)

Certificates, Licenses, Registrations:

  • Valid driver’s license.
  • Life & Health Insurance License.                                          

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