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Job Title: Manager - EB
Department: Employee Benefits
Reports to: Director of Employee Benefits
FLSA Status: Exempt
Job Code: EB09MEBE
Summary Manages all activities related to operations of the Employee Benefits service operations within the profit center by performing the following duties personally or through subordinate supervisors. It is anticipated that Managers will also perform other duties within the Employee Benefits department such as Account Executive, but that determination will be made based upon the size of the office and/or the number of staff and/or subordinate supervisors reporting to the Manager.
The Manager will drive the company’s strategic initiatives by supporting the sales function of the profit center by leading and developing the service team, including mentoring, coaching, and motivating its personnel, continuously looking to improve the customer service experience and the workflows associated with delivering excellent customer service both within the profit center and as a contributor to the continuous improvement of processes throughout the Agency.
The Manager will take strategic direction from the Agency President, but will strive to keep the Agency President out of the day to day duties associated with managing an Employee Benefits service department so that the Agency President can concentrate his/her efforts on sales and the development of the Agency sales team.
The Manager will receive support, training, and assistance in developing plans for continuous improvement through corporate management.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Depending on the size of the Employee Benefits staff, the Manager, may also handle a book of business, or have other duties within the EB service team, and the duties and responsibilities for that position will also apply. The following duties may be directly performed by the Manager, or may be performed through Team Leaders where appropriate due to the size of the office.
- Analyzes and organizes office operations and procedures. Creates and manages department structure and enhances process improvements. Drives efficiencies. Standardizes processes and procedures. Promotes quality improvement initiatives. Researches and develops resources that create timely and efficient workflow for various support teams.
- Contributes effectively to the operations team which consists of all of the Managers and EB personnel whose responsibility is to continuously seek to improve the customer service experience, the support of the sales effort, and best practices workflows for the Agency’s Employee Benefits operation.
- Prepares annual evaluations for service staff. Solves personnel problems, resolves conflicts, and addresses complaints within the EB service operation.
- Assists service staff with problem solving.
- Participates in the interview process for prospective EB service employees and coordinates with HR to assure that the applicant participates in all other appropriate interviews and receives the appropriate pre-employment test, if required. Makes recommendation to Agency President regarding the selection of a candidate for employment.
- Administers the training program for new hires in the service staff positions. This includes training on office equipment, AssuredPartners procedures, any applicable operating system and general insurance coverage knowledge. Tailors training to new and current employees in order to address skill and knowledge needs through individual mentoring, small group, or classroom training. Assesses each service employee’s need for further training, sets up goals and implement a plan for them to achieve those goals.
- Evaluates profit center staff workloads and makes adjustments as necessary. Maintain workflows for employees who are on vacation or leave. Assists staff during times of heavy work volume.
- Solicits producer and client feedback to assure they are receiving quality assistance from service staff.
- Reviews and assesses internal audits for the profit center according to procedures.
- Provides training and support for new producers as they build their book of business.
- Follows company procedures with respect to all essential duties and responsibilities of the job.
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Job Title: Sales Executive
Reports to: Agency President
FLSA Status: Exempt
Job Code:
SA12SECE Sales Executive – Commercial Lines
Summary The Sales Executive is a new Producer or a Producer that does not have a book of business. Typically paid a salary plus commission. The Sales Executive solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.
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Job Title: Accounting Specialist- Accounts Receivable
Department: Accounting
Reports to: Accounting Manager
FLSA Status: Non-exempt
Job Code: FI13ACSN
Summary Assists with journal entries under supervision; helps in preparation of reports and posting to specific accounts. Responsible for completing timely and accurate Carrier/Broker Accounts Payable, Accounts Receivable, manage the Aged Receivables and general accounting tasks in support of the company’s financial operations. The Accounts Receivable Specialist will prepare and generate checks as required as well as balancing general ledger accounts through audits and reconciliation.
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Job Title: Accounting Assistant- Accounts Payable Specialist
Department: Accounting
Reports to: Accounting Manager
FLSA Status: Non-exempt
Job Code: FI13ACSN
Summary: Assists and provides backup accounting support with company payables, direct bill production and general administrative functions within the accounting department. Primarily responsible for (1) processing carrier payable checks (2) posting direct bill production and (3) assisting team members with various administrative duties. Works well in a fast-paced environment with previous Accounts Payable experience as well as experience with full cycle Accounts Payable.
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Job Title: Data Analyst Project Assistant
Department: Field Operations
FLSA Status: Non-Exempt
Job Code: FO13DPAN
Summary: Assists Systems Data Analyst in executing all agency management system conversions. Will work with AssuredPartners Conversion team to ensure a successful conversion process from original source systems to converting management system.
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Job Title: Accounting Assistant
Department: Accounting
Reports to: Accounting Manager
FLSA Status: Non-exempt
Job Code: FI13ACSN
Summary: Assists and provides backup accounting support with company payables, direct bill production and general administrative functions within the accounting department. Primarily responsible for (1) processing carrier payable checks (2) posting direct bill production and (3) assisting team members with various administrative duties.
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Job Title: Account Representative - CS
Department: Claims
Reports to: VP Commercial Lines
FLSA Status: Non-Exempt
Job Code: CS13CARN
Summary Administers information from clients by phone, email and fax in order to process insurance claims; works with clients, adjusters, and Sales Executives on claims status, problems, and questions.
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Job Title: Group Benefits Account Manager
Department: Employee Benefits
Reports To: Vice President
FLSA Status: Exempt
Summary The Account Manager will work in collaboration with the Department Manager and the service team and is responsible for the strategic management of client’s employee benefit plans and objectives. The Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners and carriers.
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Job Title: Senior Account Executive I - EB
Department: Employee Benefits
Reports to: Team Leader - EB
FLSA Status: Exempt
Job Code: EB11SA1E
AssuredPartners Colorado is looking to add Executive Account Management talent to our booming Employee Benefits team. We are looking for hard working, dedicated talent who wants to be apart of an Agency who values and rewards our employees.
Summary The Senior Account Executive is a leading account management position and will provide a high level of sales support to the Producer, the service team, and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Senior Account Executive is also responsible for developing and maintaining relationships with other internal and external business partners.
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Job Title: Account Coordinator - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-exempt
Job Code: CL14ACRN
AssuredPartners is looking to add to our growing organization! This is an entry level postion with growth potential.
Summary The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
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Job Title: Account Executive - CL
Department: Commercial Lines
Reports to: Team Leader - CL
FLSA Status: Exempt
Job Code: CL12AEXE
Summary The Account Executive will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.
The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.
The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
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Job Title: Sales Representative
Reports to: Agency President
FLSA Status: Non-exempt
Job Code:
SA13SREN Sales Representative – Employee Benefits
Summary This is a non-exempt inside sales position. The Sales Representative solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.
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Marketing Web Developer
Responsible for the development, enhancement, and maintenance of websites, landing pages, portals, online forms and mobile apps. The Marketing Web Developer will work closely with the marketing team on theme development and enhancements, technical operation websites, database management, custom module development as well as the maintenance, security, and management of the website hosting environment. In addition, this person will be focused on the speed and optimization of marketing sites.
The ideal candidate is an experienced architect who can enable a solution towards design/development and implementing multiple marketing technologies.
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A Snapshot of TBG
The Boon Group is a third party administrator with 30+ years of experience in providing employee benefits, insurance products and services to government contractors and commercial businesses. We have evolved into a national enterprise, becoming the industry leader in providing affordable benefit solutions as well as worksite wellness programs and occupational health services, which are provided through our company, Healthy Achievers, Inc.
Headquartered by the 360 Bridge, we offer exciting career opportunities in the increasingly dynamic field of employee benefits. Opportunities include competitive pay and great benefits in a friendly and casual environment. We are in high growth mode and looking to add new talent across all departments of our expanding organization.
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Job Title: Account Coordinator - EB
Department: Employee Benefits
Reports to: Vice President of Group Benefits
FLSA Status: Non-exempt
Summary The Account Coordinator will provide sales support at the direction of the Account Executives and Producers and is responsible for securing quotes, compiling the necessary data and creating the marketing presentations.
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Job Title: CL Administrative Coordinator
Department: Commercial Lines
Reports To: CL Account Executive, Account Manager, or CL Manager
FLSA Status: Non-exempt
Job Code:Coordinator
Summary The Administrative Coordinator assists department personnel by performing a variety of clerical functions including, typing, data entry, scanning, copying, and other tasks by performing the following duties.
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Job Title: Quality Control Manager
Department: Field Operations
Reports to: Director of Quality Control
FLSA Status: Exempt
Job Code: FO09QCME
Summary Excellent Quality Control leadership position with responsibilities to the Director of Quality Control. The position will focus on the implementation and compliance monitoring of various quality control initiatives as well as the oversight of the quality control processes associated with acquisition due diligence and integration.
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Job Title: Sales Executive
Reports to: Agency President
FLSA Status: Exempt
Job Code:
SA12SEEE Sales Executive – Employee Benefits
Summary The Sales Executive is a new Producer or a Producer that does not have a book of business. Typically paid a salary plus commission. The Sales Executive solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.
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Job Title: Account Executive - CL
Department: Commercial Lines
Reports to: Manager - CL
FLSA Status: Exempt
Job Code: CL12AEXE
Summary The Account Executive will provide a high level of customer service support to the clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.
The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.
The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
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Job Title: Account Executive - CL
Department: Commercial Lines
Reports to: Manager - CL
FLSA Status: Exempt
Job Code: CL12AEXE
Summary The Account Executive will provide a high level of customer service support to the clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with other Agency personnel.
The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.
The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.