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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: Center of Excellence (COE) Compliance Analyst
Department: Compliance
Reports To: GC / VP of Compliance
FLSA Status: Non-Exempt
Summary This position is responsible for planning, prioritizing and organizing compliance tasks for clients including: Policy and Plan Document Coordination, Non-Discrimination Testing, Form 5500 and SAR Preparation, Health Care Reform compliance, another health and welfare compliance needs.
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Summary
Works with the Operations Manager and Conversion Team during conversions to assist in the training of the agency staff on the management system.
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Summary
The Systems Accounting Specialist, working hand in hand with the Corporate Conversion Team, will be the main point of contact for the Regions/Offices Accounting/Finance team during all conversions. Will assist and provide guidance in the data mapping, agency management setup and training of the agency accounting staff on the accounting management system. Provide post conversion support as needed and will help to develop standard accounting training/workflow documentation.
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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, we are now one of the largest brokers in the nation after acquiring over 280 agencies. AssuredPartners has offices across 30 states and two countries reaching 1.2 billion dollars in revenue. As such, our appetite for talented professionals is substantial.
Summary:
The Agency Sales Leader is responsible for supervising/mentoring one or more producers and identify and recruit new producers.
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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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Summary
The Corporate Tax Manager will be responsible for coordinating, managing, reviewing and/or preparing the US GAAP global financial reporting of income taxes, income tax compliance, tax research, tax planning and special projects.
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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.
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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 Coordinator - EB
Department: Employee Benefits
Reports to: Director of Client Services - EB
FLSA Status: Non-exempt
Job Code: EB13ARPN
Summary The Account Coordinator will provide client support at the direction of the Account Managers and Producers
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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. Minimum of 2 years insurance experience required.
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 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
Job Title: Account Coordinator - EB
Department: Employee Benefits
Reports to: Director of Client Services - EB
FLSA Status: Non-exempt
Job Code: EB13ARPN
Summary The Account Coordinator will provide client support at the direction of the Account Managers and Producers
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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 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: Jr. Implementation Specialist
Department: Operations
Reports to: Director of Operations
FLSA Status: Exempt
Summary This position is responsible to support the lifecycle of the administration details for new Center of Excellence (COE) clients. This includes gathering and consolidating client details as well as the client’s benefit plan rules for internal project personnel to complete system setup and produce needed files. This position is responsible to monitor the progress of each client to ensure the COE implementation timeline, standards and targets are met timely, and that internal teams have all information needed during the process.
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Job Title: Chief Financial Officer, Aerospace
Department: Finance
Reports To: Regional CEO
FLSA Status: Exempt
Job Code: FI03RCFE
Summary Ensure accurate financial reporting to AP Corporate and AP Aerospace internal end users. Implement AP financial reporting iniatives. Manage and oversee month-end close process. In conjunction with AP Aerospace leadership and Corporate CFO, assist with managing annual budgeting process as well as managing AP's quarterly reporting. Work with AP Corporate to train and oboard new insurance agency acquisitions on accounting process and procedures, and assist with related entries and reporting for new acquisitions. Manage AP Aerospace accounting department personnel in Golden, CO plus limited remote accounting staff. Manage internal and external audit process. Manage and oversee other compliance and GAAP-related tasks. Prior property and casualty agency accounting experience is essential.
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Job Title: Service 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.