Senior Account Representative - EB

Overview

The Senior Account Representative is a hybrid position that is responsible for maintaining and growing a smaller book of business. This position provides a high level of support at direction of Account Executive and Producer along with direct customer service to clients. Duties include working with Producer to design proper insurance/risk management services for clients along with customer service in coordination with other agency personnel. The Senior Account Representative has product knowledge and is familiar with products offered by carriers. The Senior Account Representative assists in production and renewal accounts, paralleling, agency and individual Producer goals and can assist clients with service needs and making changes to existing accounts. In addition, this position is responsible for administrative support for Account Executives and Senior Account Executives.   

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 communicative 
• You are equally strong in facing customers and being highly analytical and detail oriented

If this sounds like you, we invite you to keep reading and apply!  

Responsibilities

Please note that the duties below can vary based on the workflow of your local office.  

• Strategic management of assigned book in conjunction with Producer to understand client's business and assist in developing EB programs and initiatives that support the client's goals and objectives; Coordinates and ensures a smooth transition process for new customers. 
• Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate. 
• Identifies opportunities for adding other lines of coverage or services. 
• Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary. 
• Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications. 
• Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client. 
• Ensures accuracy of all agency management system information for marketing, benchmarking and other purposes. Updates on-going activity in agency management system. 
• Maintains relationships with internal and external business partners and carriers. 
• Other duties as assigned. 
• Travel is expected to be 25% in this role. 

Qualifications

• Bachelors preferred; or 1-3 years of related experience and/or training; or equivalent combination of education and experience  
• Strong organization and communication skills 
• Tech savvy; ability to learn multiple systems. Intermediate skills in Microsoft Office products  
• Appropriate insurance license; Life and Health Licenses Required 
• Valid driver’s 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!