What are the responsibilities and job description for the Account Representative, Employee Benefits position at AssuredPartners?
Overview
The Account Representative will work collaboratively with the Account Executive and the Producer as the dedicated point of contact for clients.
The Ideal Candidate
- An excellent problem solver, you thrive on making customers happy and coming up with great solutions
- You have a strong sense of team work, and you are highly dependable
- You are communicative and able to be effective via written and oral communication
If this sounds like you, we invite you to keep reading and apply!
What You'll Do
Please note that the duties below can vary based on the workflow of your local office.
- Manage day-to-day service including claims, billing, eligibility, and service issues.
- Properly set expectations for issue resolution, monitors progress and communicates outcomes.
- Updates BenefitPoint in a timely manner including updates to on-going activity.
- Conducts quarterly service status calls to assigned book of business clients.
- Conducts implementation activities for new and existing clients and attends meetings with AE.
- Oversees installation of the group on renewal.
- Assists in completion and processing of applications; Schedules, prepares for and conducts open enrollment meetings.
- Collects forms/data/schedules for regulatory compliance.
- Finalizes enrollment with carrier and report results to AE and producer.
- Updates agency management system within 30 days after sale or renewal.
- Other duties as assigned.
- Travel is expected to be 25% in this role.
What You'll Need
- Bachelor degree preferred; or 2-5 years of related experience and/or training; or equivalent combination of education and experience
- Life and health license
- Tech savvy; ability to learn multiple systems. Intermediate skills in Microsoft Office products
- Excellent verbal communication skills
- Valid drivers license
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!
