AssuredPartners Account Executive - EB in Lafayette, California
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, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.
The Account Executive will work in collaboration with the Producer and the service team and is responsible for the strategic management of client’s employee benefit plans and objectives. The Account Executive is also responsible for developing and maintaining relationships with other internal and external business partners and carriers.
Essential Duties and Responsibilities:
Responsible for strategic management of assigned book of business in conjunction with Producer to understand the client’s business and assist in developing Employee Benefit programs and initiatives that support the client’s goals and objectives. Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate. Coordinates and ensures a smooth transition process for new customers. Identifies opportunities for adding other lines of coverage or services. Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.
Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communication. Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client.
Follows agency policies and procedures including reviewing client contracts, maintaining client files, HIPAA compliance, and agency audits among others. Ensures accuracy of all Agency management system information for marketing, benchmarking and other purposes. Updates on-going activity in Agency management system.
Maintains relationships with internal and external business partners and carriers.
Participates in special projects/teams, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.
Minimum Qualifications, Education and/or Experience:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
College degree or equivalent experience.
Management experience preferred; This position has a department leadership opportunity if desired and qualified.
Certificates, Licenses, Registrations:
All applicable insurance licenses
External Company URL: www.assuredptr.com
Street: 3697 Mount Diablo Blvd