Senior Account Executive I, Employee Benefits

• 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

• 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 enrollment 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.
• Insurance Expertise

• Manage and develop 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 program options as 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 reviews 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 assists clients with compliance issues as necessary.
• Other duties as assigned.
• Some travel may be required.

• 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

• 5+ years of related experience and/or training preferred, or demonstrated skills listed below.
• Current Life and Health license required; professional designations preferred.
• Experience as primary contact providing comprehensive client support to a book of business.
• SME-level knowledge of available employee benefits programs based on business and industry; knowledgeable about vertical industry trends and client retention strategies.
• Skilled at facilitating meetings and delivering presentations to groups.
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
• Expert client support and client advocacy skills.
• Demonstrated leadership through 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; able to quickly learn new systems.

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