What are the responsibilities and job description for the Small Business Account Executive and Team Lead position at AssuredPartners?
Overview
The Team Lead provides a high level of support to team members, including Account Representatives, Account Executives and Account Coordinators. The Team Leader maintains an assigned book of business as required and serves as representative of team to Management. This role requires a significant degree of independent judgment and discretion.
This position sits on the Small Business Unit team.
The Ideal Candidate
- You are an insurance leader who is the epitome of professionalism and customer service
- People management and client management are both strong skills in your toolkit
- You are analytical at heart with strong technical skills, and pride yourself on great accuracy in your work
If this sounds like you, we invite you to keep reading and apply!
What You'll Do
- Ensures accuracy of account information for new and renewal polices and endorsements.
- Audits for accuracy in rating, typing, coverages and signatures.
- Markets both new and renewal accounts. Identifies account coverages that should be added or expanded.
- Maintains accounts and activities per Agency procedures.
- Serves as a mentor, positive role model and trainer to staff.
- Performs annual Employee Performance Appraisals for team members.
- Resolve Employee Relations issues with assistance from Human Resources
- Attends client meeting with or without Producer as needed.
- Other duties as assigned.
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
- Property and Casualty License
- 8 years of experience in commercial property and casualty insurance with 5 years of experience of independently managing a book at an insurance agency
- Experience in small business preferred
- Tech savvy; ability to navigate multiple systems including Agency Management Software; intermediate skills in Microsoft Office products
- Professional designations preferred
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!
