- Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
- Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
- Opportunity for upward mobility and advancement opportunities across AssuredPartners
- In coordination with the Benefits Consultant:
- Provide face to face and virtual customer service to our FBC clients
- Assist with strategic planning, annual review, and renewal process
- Attend/support employee meetings and open enrollment as outlined in the FBC Service Model or as needed
- Implement and maintain FBC service model
- Attend (and at times, lead) insurance committee meetings, if applicable
- Assist in implementing Benefit Administration Systems or NIS Enroll if applicable
- Implement and support benefit enhancements or other solutions (price transparency tools, virtual platforms, behavioral health, Rx solutions, etc.), if applicable
- Provide customer service to all lines of business for FBC groups[1]
- Perform annual Best Practices calls for life and LTD
- Assist Inside Service Rep (ISR) on escalated member claim issues.
- Field policy related questions from group/employees. If needed, follow up with carrier/Consultant/Zywave/AP compliance to answer.
- Renewal Group Set-Up – Work with carrier to obtain plan documents, rate info and other items needed to set up group in system.
- Document Creation/Assistance – Work with NIS Office Services to facilitate creation of Benefit Guides, Renewal Summaries, Open Enrollment presentations, and other items groups may request to administer plan and open enrollments.
- Document material client/prospect interactions in CRM
- Competitive base salary
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%
- Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
- Bachelor's degree or equivalent experience in the group insurance industry.
- Three years' experience in a customer service environment or any combination of education and/or experience, which would provide an equivalent background.
- Experience in servicing group medical insurance plans.
- Ability to travel 50% of the time and accommodation of overnight stays sometimes multiple times per month.
- Must have a valid driver's license and clean driving record.
- Excellent organizational skills.
- Possess the ability to read and understand insurance contract language.
- Analytical ability is required in order to identify problems, offer proposed solutions and implement the agreed upon solution.
- Must have a high level of interpersonal skills, and the ability to demonstrate poise, tact and diplomacy.
- Must have knowledge of a variety of software applications in word processing, spreadsheets and database management.
- Work requires continual attention to detail in composing, typing, and proofing materials.
- Incumbent must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek supervisory assistance as appropriate.
- Ability to work independently and within a team environment.
- Consistent daily attendance and the ability to work overtime occasionally at last minute.
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Account Executive - Eden Prairie, United States - AssuredPartners
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Description
Overview
As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Account Executive to support our Employee Benefits department and deliver exceptional risk management solutions to our growing client base.
Our Account Executive will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients' insurance programs.
As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us
Why This Role?
What You'll Do
[1] In certain instances, at Regional VP discretion, the servicing of the Life and Disability will continue to be performed by the Account Rep.
What's in it For You?
To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:
What You'll Need
Grow, with us
Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.
Accretive is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger