Associated Insurance Agencies, Inc.

AI Engineer

• Partner with business leaders across the organization to identify and assess potential AI use cases
• Evaluate AI opportunities with a focus on customer experience improvement and supporting/enhancing organizational decision making
• Present AI concepts, use cases, and recommendations to senior leadership to support prioritization and investment decisions
• Lead the prioritization, planning, and implementation of approved AI initiatives
• Design, prototype, and deploy practical AI and GenAI solutions that deliver measurable business outcomes
• Translate business needs into AI solutions, balancing feasibility, value, and risk
• Assess, select, and manage AI vendors and external partners
• Establish best practices for AI governance, data usage, security, and model adoption
• Collaborate with IT, operations, sales, and service teams to ensure successful adoption and change management

AI Lead

Account Executive

• Ensure adherence to all applicable laws, regulations, and industry standards related to employee Group Benefits
• Serve as the primary point of contact for assigned clients
• Work collaboratively with the Producer(s) to support new business development
• Oversee the implementation and administration of group employee benefit programs
• Coordinate open enrollment activities, including employee education, enrollment assistance, and plan communication

Group Benefits Account Executive

Account Manager

• Collaborating closely with Producers and Associated personnel and assisting the Team Lead with various core functions of new and existing account management
• Assisting with putting together proposals
• Assisting with new and renewal submissions
• Assisting with marketing
• Assisting with putting together renewal and new business subjectivities, tracking, and sending to carriers
• Completing and sending SL Forms
• Assisting with new and renewal supplements
• Entering new clients into Epic
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new and renewal client files
• Appropriately documenting conversations with clients and carrier representatives and updating the agency management systems when necessary

Associate Account Manager – Commercial Lines

• Responsible for all aspects of renewal business including; marketing, spread sheeting, plan changes, administrative issues, open enrollment preparation and meetings
• Responsible for all aspects of new client prospects including; enrollment package, application processing, follow-ups and materials to client and meetings to discuss new plans
• Prepare and work on special Group Benefit projects
• Attend seminars to become knowledgeable about current Group Benefit markets
• Attend training sessions to become knowledgeable in other aspects of the Group Benefit business such as COBRA, Wellness programs, HSA’s and Self-Funded accounts
• Act as a liaison between clients and insurance carriers to resolve any client service issues
• Open Enrollment meetings
• Ensure group Affordable Care Act (ACA) compliance

Group Benefits Account Manager – Large Group

Analyst

• Serve as a key point of contact for a dedicated block of clients, responding to inquiries regarding plan provisions, contributions, distributions, and compliance matters.
• Communicate with Client regarding employee education, meeting scheduling and meeting minutes.
• Facilitate plan-level transactions, including distributions, rollovers, loans, and Qualified Domestic Relations Orders (QDROs).
• Assist with the onboarding of new clients and the implementation of new retirement plans.
• Prepare and review new client documentation and new client onboarding.
• Prepare and review annual reporting documents, including Form 5500 filings and supporting schedules, in collaboration with senior team members.
• Monitor plan operations to ensure adherence to plan documents and ERISA regulations.
• Stay current on legislative and regulatory changes affecting qualified retirement plans.
• Prepare quarterly and annual investment monitoring reports for client review meetings, analyzing fund performance, fees, and asset allocation.
• Assist senior consultants in conducting plan design analysis, benchmarking studies, and vendor fee comparisons.
• Generate custom reports and financial models to support client decision-making and strategic plan reviews.
• Act as a liaison between clients, recordkeepers, third-party administrators (TPAs), and auditors to resolve issues and ensure seamless plan operation.
• Support the coordination of employee education meetings and the development of communication materials to drive participant engagement and financial wellness.

401K Analyst

Customer Support

• Assist clients with policy inquiries, coverage questions, and claims processing, ensuring timely and accurate resolution of issues.
• Collaborate with Account Manager and insurance carriers to obtain quotes, process policy changes, and facilitate policy renewals.
• Maintain accurate client records and documentation in our agency management system, ensuring compliance with industry regulations and internal policies.
• Prepare insurance documents such as auto ID cards, Certificates of Insurance, and Evidence of Insurance.
• Fulfill MVR requests and order E-Mods.
• Prepare renewal applications and applications for new clients.
• Email signed forms to carriers/underwriters and monitor receipt of policies.
• Prepare policies for delivery and obtain loss experience on all lines of coverage for all accounts.
• Initiate and follow-up on policy changes with various carriers and check when complete.
• Review and assist with resolving audit disputes.
• Set up new clients in the client management system and monitor receipt of renewal policies.
• Prepare client presentations and send all documentation to scan, maintaining files in the client management system.
• Handle invoicing, including updating billing screens, obtaining finance agreement quotes, and setting up new applications and updating applications in the client management system.
• Process Agent of Record Letters.
• Support Account Managers and Account Executives by providing updates once policies are bound.
• Obtain online quotes for Flood Policies.
• Obtain online quotes for various lines of coverage.
• Handle small renewal accounts independently (up to $100,000 in premium) as assigned by Team Lead.

AI Lead

Group Benefits Account Executive

Associate Account Manager – Commercial Lines

Group Benefits Account Manager – Large Group

401K Analyst

Senior Customer Service Representative, Commercial Lines - P&C