Employee Benefits Account Executive

AssuredPartners of Missouri is seeking their next, Life & Health licensed, Employee Benefits Account Executive for our Employee Benefits Department in Independence, Missouri!

The Account Executive acts as the Subject Matter Expert on client support, providing advanced client support. The position requires independent judgment, a high level of expertise and advanced skill in developing client strategies. The Account Executive possess advanced skills including industry forecasting, industry relationship management, and advanced client retention strategies. The Account Executive is able to effectively partner with Producers to drive new business.

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?

• 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!

As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

Responsibilities:

Client Support

• Lead meetings with clients, including meetings at client locations.
• Responsible for providing comprehensive client support and act as main client contact for book of business. Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications.
• Effectively manage difficult client communications including changes in terms, enrollment guidelines, risk assessment, and group size/details.
• Support in client retention by maintaining a positive relationship and image with clients.

Account Management

• Prepare for and lead open enrollment meetings.
• Review and support in enrollment, benchmarking, financial and utilization data based on financial review standards.
• Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design programs or enrollment options for clients as assigned and directed by.
• Agency management.
• Own all audit, review and claims processes for assigned book of business.
• Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Support maintenance of agency management system, communication system, and other tools.

Insurance Expertise

• Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed.
• Fluent in the client’s industry and current events that can modify the coverages needed.
• Review changes in carrier offerings and policies and relay information to the larger service team.

Leadership

• Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers.
• Facilitate and collaborate with account team on the agency’s renewal strategy.
• Client Strategy
• Provide clients with tailored EB programs and review methods of handling risks. Identifiy and explain gaps in program. Work with the producer to write new business.
• Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary.
• Other duties as assigned.

Qualifications:

• 5+ years of related experience and/or training preferred, or demonstrated skills listed below.
• Current Life and Health license required.
• Comprehensive knowledge of available Employee Benefits coverages based on business classification, as well as informed on industry trends and client retention strategies.
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
• Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
• Skilled in use of agency management software with the ability to quickly learn new systems and processes.

Compensation and Benefits:

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:

• 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

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Experience:

• Account management: 3 years (Preferred)
• Employee Benefits: 3 years (Preferred)

License/Certification:

• Life & Health Insurance License (Required)

Ability to Relocate:

• Independence, MO 64055: Relocate before starting work (Required)

Work Location: Hybrid remote in Independence, MO 64055