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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: Intern
Department: Administration
Reports to: Office Manager
FLSA Status: Non-exempt
Job Code: AD14INTN
Summary Responsible for assisting administrative, service, or sales personnel by performing the following duties.
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Job Title: Account Representative - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-Exempt
Job Code: CL13ARPN
Summary: The Account Representative is responsible for providing sales support at the direction of the Account Executive. The Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative works will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients.
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Job Title: Marketing Representative
Department: Marketing
Reports to: Marketing Executive
FLSA Status: Non-Exempt
Job Code: MK13MKRN
Summary Markets new insurance accounts by gathering information from Producers and Account Executives, responds to inquiries regarding new accounts, negotiates premiums and terms with insurance carrier underwriters, prepares proposals, and binds coverage by performing the following duties.
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Job Title: Accounting Specialist
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 depositing and posting of all deposits daily. Must operate in a manner consistent with GAAP accounting rules. Works with accounting staff in other offices to ensure that reconciliations are in balance. Computes, classifies, records, and verifies numerical data for use in maintaining accounting records by performing the following duties.
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Job Title: Account Executive - CL
Department: Commercial Lines
Reports to: Commercial Lines Manager
FLSA Status: Exempt
Job Code: CL12AEXE
Agency: Mt. Laurel, NJ
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: Administrative Assistant
Department: Administration
Reports to: Office Manager
FLSA Status: Non-exempt
Job Code: AD13ADAN
Agency: Mt. Laurel, NJ
Summary Compiles, updates, and maintains files, submitting requests to underwriters, obtaining results, and reporting results to appropriate people or companies, and entering data into appropriate customer contact system by performing the following duties.
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Job Title: Director of Operations
Department: Regional Operations
Reports To: Vice President – Central States and Western Regions
FLSA Status: Exempt
Job Code: Manager
Summary The Director of Operations will continually implement and monitor adherence to AssuredPartners procedures and workflows. The Director of Operations will increase service excellence, efficiency, and professionalism through improvements in processes and automation utilization. In addition, the Director of Operations will focus on identifying and developing operational tools and opportunities to improve sales capabilities and client retention.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Monitor, implement, and continually improve upon AssuredPartners procedures and workflows, to ensure standardization, consistency, and minimization of E&O exposure throughout the Agency.
Develop, implement, and oversee a service training program for new hires and existing employees. Training program will be unique to the employee’s role, and will encompass the insurance concept itself, the procedure specific to AssuredPartners, technology, continuing education and the workflow within the Agency Management System.
Work with the AP Conversion Team to ensure that AssuredPartners acquisitions’ Agency Management System data converts successfully and efficiently into current Agency Management System. Provide support for all integration tool implementations such as Benefit Point.
Oversee acquisition training. Training will be designed specifically for the acquisition and will include AssuredPartners procedures and Agency Management System workflows.
Oversee internal audit process for CL, SBU and PL throughout the agency. Concentrate on adherence to procedures and workflows. Provide results to management and service staff. Identify and develop additional training opportunities as needed.
Work with all offices in developing solutions to problems such as service staff structure and workflows.
Identify and develop operational tools and opportunities to improve sales capabilities and client retention.
Maintain overall integrity of Agency Management System data, documentation, and historical information. Extract Agency Management System information to compile accurate and beneficial data by utilizing Reports.
Develop new/improve upon existing Agency Management System workflows, to ensure AssuredPartners is utilizing the most current and efficient tools and technology available. Educate and train all applicable employees on new or revised workflows, tools and technology as needed. Participate in and engage as Regional representative for AP Governance committees such as Epic and other systems.
Serve as a resource for Agency Management System utilization issues. Provide support for carrier/broker additions to database.
Follows company policies and procedures with respect to all essential duties and responsibilities of the job.
Supervisory Responsibilities
Directly supervise all employees in the Quality Department. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
Design - Generates creative solutions; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Customer Service - Responds to requests for service and assistance; Meets commitments.
Interpersonal Skills - Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Visionary Leadership - Displays passion and optimism; Inspires respect and trust.
Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results.
Delegation - Delegates work assignments; Sets expectations and monitors delegated activities; Provides recognition for results.
Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services.; Continually works to improve supervisory skills.
Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
Cost Consciousness - Develops and implements cost saving measures; Conserves organizational resources.
Diversity - Promotes a harassment-free environment.
Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values.
Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition.
Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity.
Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; Minimum of 5 years insurance experience; P&C Account Executive experience preferred.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills
To perform this job successfully, an individual should have knowledge of Database software; Internet software; Project Management software; Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Valid driver’s license.
Property and Casualty Insurance License
Other Qualifications
Frequent travel required.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include distance vision, peripheral vision and ability to adjust focus.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
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Job Title: Administrative Assistant
Department: Administration
Reports to: Office Manager
FLSA Status: Non-exempt
Job Code: AD13ADAN
Summary Handle all incoming and outgoing mail and deposits. Answer the phones and process certificates of insurance. Maintain office supplies and order when necessary. Assist the operations manager with additional duties.
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Job Title: Account Coordinator - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-exempt
Job Code: CL14ACRN
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 Representative - PL
Department: Personal Lines
Reports to: Personal Lines Manager
FLSA Status: Non-exempt
Summary
The Personal Lines Account Representative is responsible for providing support at the direction of the Account Executive. This includes assisting in marketing in coordination with all Agency personnel involved in new or existing business.
In addition, the Account Representative provides customer service by handling the day to day operations of clients' insurance needs.
The Account Representative will work with the Account Executive to design and recommend proper insurance and risk management services to clients.
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Job Title: Accounting Manager
Department: Finance
Reports to: Controller
FLSA Status: Exempt
Job Code: FI09MACE
Summary: Leadership position responsible for managing the unit accounting operations including, agency and direct bill production and related accounts receivable and producer commission expense, company and vendor payables and other general ledger accounts specifically assigned. Responsible for ensuring transactions are processed in a timely manner in accordance with generally accepted accounting principles. Responsible for responding to internal and external customer information requests in a timely and appropriate manner, ensuring customer satisfaction. Responsible for proactive communication and the identification and elimination of non-value added activities that improve the efficiency of the department.
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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: Account Representative - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-Exempt
Job Code: CL13ARPN
Summary: The Account Representative is responsible for providing sales support at the direction of the Account Executive. The Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative works will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients. Personal Lines experience is helpful but not required.
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Founded in 2011, AssuredPartners has rapidly grown into the 12th largest US Insurance Broker Agency. With a workforce of over 5,000-employee in 35 states and two countries, AssuredPartners is quickly changing the insurance brokerage industry. Through AssuredPartners’ unprecedented growth strategy, talent acquisition has become an immense aspect of our business plan. This position entitles attracting highly talented candidates that currently work within our industry, other sales businesses, engagements with local colleges and universities and match them with exceptional career opportunities within AssuredPartners.
The Recruiter will work directly with Regional Presidents, Profit Center Leaders and other Hiring Managers on hiring needs, screening resumes, interviewing candidates (by phone and in person), making recommendations for hire (or not hire) and delivering employment offers for both exempt and nonexempt position openings. The ideal candidate will have 3-5 years of experience within a full life cycle recruiting role, hands on experience with various selection processes and ability to thrive under pressure, in a high performance, fast paced, metrics-driven environment.
Whether you are recruiting for a sales position, operational or supportive openings, working in the insurance brokerage industry, you will have a direct impact on your local community. Our sales force partners with local business owners to help protect their businesses and be a consultative advisor for their overall success of their business. Join a winning team and be a vital part of the growth of our business, apply above.
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Job Title: Account Representative - CL
Department: Commercial Lines
Reports to: Account Executive - CL
FLSA Status: Non-Exempt
Job Code: CL13ARPN
Summary: The Account Representative is responsible for providing sales support at the direction of the Account Executive. The Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative works will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients.
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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 - PL
Department: Personal Lines
Reports to: Team Leader - PL
FLSA Status: Exempt
Job Code: PL12AEXE
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 the producer and 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: Senior Account Executive I - CL
Department: Commercial Lines
Reports to: Vice President
FLSA Status: Exempt
Summary
The Senior Account Executive is an advanced account management position. This role requires management of a large book of business, more than seven years of experience in an Account Executive role, and advanced designations. The Senior Account Executive will provide a high level of support to the Principals 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 marketing and customer service in coordination with Principals and other Agency personnel.
The Senior Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Senior Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Principal's goals and provide field service in support of Producer activities.
The Senior Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Senior Account Executive will work with the Principals to design and recommend proper insurance and risk management programs to Agency clients.
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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.