AssuredPartners

Account Executive

• Set and achieve new business goals.
• Utilizing our Sales Tools, identify, target, and prospect new business and create a new business sales pipeline.
• Manage new business sales pipeline and follow up on leads and prospects to ensure new business goals are met and all opportunities are recorded into CRM, Salesforce.com.
• Working in conjunction with local, regional, and national internal teams, identify cross sell opportunities and utilize multi-disciplinary resources delivered straight to you, the relationship holder, to maximize results.
• Attend community events, work personal networks, and participate in activities that drive new business sales goals.
• Stay current on license and education requirements.
• Attend internal and external trainings to keep up-to-date on insurance market trends, local laws, and new/changed coverages.
• Travel as needed.

Sales Executive, Employee Benefits

• Build relationships and deliver exceptional solutions to clients
• Help businesses and individuals protect what matters most to them while driving the growth of AssuredPartners
• Set and achieve new business goals
• Utilize Sales Tools to identify, target, and prospect new business and create a new business sales pipeline
• Manage new business sales pipeline and follow up on leads and prospects
• Attend community events, work personal networks, and participate in activities that drive new business sales goals
• Stay current on license and education requirements
• Attend internal and external trainings to keep up-to-date on insurance market trends, local laws, and new/changed coverages

Emerging Sales Executive – Commercial Lines

Sales Executive – Employee Benefits

Account Manager

• Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
• Assist in the development of strong business relationships with appropriate insurance carrier personnel.
• Recognize and satisfy carrier goals and objectives to enhance business relationships.
• Maintain files with proper records according to company procedures.
• Follow company procedures in order to achieve positive audit results.
• Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
• Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
• Review accounts receivable report for all assigned accounts to support client retention.
• Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
• Attend training and seek self-directed learning to continue education in industry and technical knowledge.
• Other duties as assigned.

Account Manager, Commercial Lines

Sales Executive, Personal Lines

Sales Executive – Commercial Lines

Employee Benefits Sales Executive

• Set and achieve new business goals
• Utilize Sales Tools to identify, target, and prospect new business
• Manage new business sales pipeline and ensure goals are met
• Identify cross sell opportunities with internal teams
• Attend community events and participate in activities driving new business
• Stay current on licensing and education requirements
• Attend trainings on insurance market trends, laws, and coverages
• Travel as needed

Commercial Lines Sales Executive

Data Analyst

Data Analyst, Employee Benefits

• Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries
• Assist in the development of strong business relationships with appropriate insurance carrier personnel
• Conduct quarterly service status calls to assigned book of business clients
• Assist in completion and processing of applications; Schedule, prepare for, and support open enrollment meetings
• Support in client retention by maintaining a positive relationship and image with clients
• Support in enrollment, benchmarking, financial and utilization data based on financial review standards
• Maintain all client information in accordance with both company procedures and HIPAA regulations
• Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy
• Work with carrier to ensure accuracy of client information and forms; Communicate any outstanding or impactful topics from the carrier back to the client
• Oversee installation of the group on renewal; Finalize enrollment with carrier and report the results to team members
• Support maintenance of agency management system, communication system, and other tools; Collect forms/data/schedules for regulatory compliance
• Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier
• Update BenefitPoint in a timely manner including updates to on-going activity
• Other duties as assigned.

Account Manager, Employee Benefits

• Support clients in creating correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other written communications, as well as provide administrative support when needed.
• Help to manage accounts by entering client information into agency management system, auditing client data, processing change requests, preparing notices of cancellations & reinstatements, and various other administrative tasks.
• Actively engage in learning by studying insurance industry trends and seeking out self-directed learning to increase insurance knowledge.
• Maintain carrier updates and bulletins.
• Work alongside both Client Services and Agency Leadership who prioritize your learning and development.
• Learn the ropes of Commercial Lines and what it takes to successfully support the Sales and Service Teams within this line of business.

Account Coordinator, Commercial Lines, Transportation

• Provide comprehensive account support to a client or group of clients with limited direction from senior team members
• May be first point of contact on some accounts and support in delivering service to book of business
• Prepare and deliver renewal and proposal presentations for clients including regulatory information and enrollment guidelines
• Guide clients through the renewal process, request renewal exposures, and submit requests to carriers based on renewal timetable
• Review and support enrollment, benchmarking, financial and utilization data based on financial review standards
• Identify opportunities for adding other lines of coverage or services
• Process or oversee change requests, certificates of insurance, account summaries, proposals, policies, and account balance status
• Maintain relationships with internal and external business partners and carriers; analyze market trends and advise clients on policy changes
• Assist Producers with marketing campaigns and seek opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options
• Mentor and provide guidance to junior team members such as Account Coordinators

Senior Account Manager, Employee Benefits

• Support client retention by maintaining a positive image with clients
• Assist with creating open enrollment guides, finalizing client presentations for new business and renewal meetings, and gathering information related to underwriting, data analytics, marketing, and HR services
• Enter accurate client information into agency management system and export data as needed
• Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers
• Prepare all required client facing proposal and documents for the Account Executive and assist in tracking data, changes, and client specific information
• Actively engage in learning; study industry trends
• Seek out self-directed learning to increase industry knowledge
• Maintain carrier updates and bulletins in a shared document environment
• Assists in coordinating and scheduling meetings with carriers as instructed by Account Executive
• Other duties as assigned.