Senior Account Executive, Employee Benefits

AssuredPartners, Inc.; Carmel (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading insurance brokerage is seeking a Senior Account Executive specializing in Employee Benefits. The role involves providing comprehensive client support, managing client relationships, and mentoring junior team members. Candidates must have a strong background in insurance, with at least 8 years of experience and a Life and Health license. Opportunities for professional growth are abundant, alongside comprehensive benefits, including a generous paid time off package and health benefits.

Benefits

Competitive base salary

30+ Days Comprehensive Paid Time Off

Health benefit options

Company match 401(k) plan

Fitness wellness support

24/7 access to licensed therapists

Pet benefits & discounts

Qualifications

• 8+ years of related experience and/or training preferred.
• Demonstrated leadership through mentoring and guidance.
• Skilled at facilitating meetings and delivering presentations.

Responsibilities

• Lead meetings with clients and manage client communications.
• Negotiate and sell lines of insurance to clients.
• Mentor and direct junior team members.

Skills

Client Support

Leadership

Negotiation

Problem Solving

Education

Current Life and Health license

Tools

Microsoft Office

Agency management software

Job description

Senior Account Executive, Employee Benefits

Senior Account Executive, Employee Benefits

4 days ago Be among the first 25 applicants

Overview

As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Senior Account Executive to support our Employee Benefits department and deliver exceptional risk management solutions to our growing client base.

Our Senior Account Executive may 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:

• 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
• Chance to grow and develop your sales and leadership skills
  
  
  

What You'll Do

• 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.
  
  

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:

• 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
  
  
  

What You'll Need

• 8+ 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.
  
  
  

Grow, with us

AssuredPartners 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’re proud to be the fastest-growing independent insurance broker in America, 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.

AssuredPartners 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. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Consulting, and Customer Service

• Industries

  Insurance

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