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AssuredPartners Account Representative - EB in Davenport, Iowa

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

Summary:

The Account Representative provides outstanding client service on an assigned book of Employee Benefits (EB) accounts. Foster positive professional relationships with accounts, prospects, and co-workers.

Essential Duties and Responsibilities: include but are not limited to the following. Other duties may be assigned.

  • Providing outstanding client service as an Account Representative on an assigned book of EB accounts.

  • Maintaining database accuracy.

  • Completing and directing projects to Account Coordinator (AC) with concise instructions.

  • Reviewing spreadsheets and proposals for accuracy.

  • Filing and/or directing emails to be filed appropriately by AC for all staff to access.

  • Resolving daily client, coverage, and technical issues.

  • Onboarding new accounts into the agency management system.

  • Marketing EB policies, preparing RFP documents, analyzing quotes, preparing sales proposals, compiling information for employee meetings.

  • Obtaining reports from other business partners.

  • Creating in EPIC, then updating Epic Activities with the AE each week during account reviews.

  • Communicating status updates on pending issues to the AE.

  • Sending annual Notices/Disclosures to clients.

  • Conducting/attending employer meetings as requested by the AE.

  • Providing PTO backup to assigned team members.

Qualifications: To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Key Professional Skills and Abilities:

  • Perform job duties with a high degree of accuracy and efficiency.

  • Analyze employee benefits insurance coverages and policy provisions.

  • Learn and adapt successfully to new technology.

  • Use WORD, EXCEL, document imaging and agency management system proficiently.

  • Organize and manage a challenging workload with proper prioritization.

  • Demonstrate helpful, responsive, customer service with all internal and external customers.

  • Work independently and as part of a small integrated team.

  • Use professional communication and follow-up.

  • Demonstrate good documentation skills and attention to detail.

  • Maintain appropriate insurance agent's license.

  • Perform other projects as assigned.

  • Pursue a program of professional development as approved.

  • Meet appropriate service standards to provide excellent customer experience.

  • Align with Core Values

  • Continuous Improvement

  • Accountability

  • Insight

  • Integrity

  • Respect

Education:

  • College degree or equivalent training and/or experience preferred.

  • Professional insurance designation or working toward.

Licensing and Certification:

  • Insurance Agents License (Life/EB) for resident state.

Working Hours and Travel:

  • Full Time position.

  • Average no more than 1-2 out of town trips per year to attend training sessions.

ID: 2021-7910

External Company URL: www.assuredptr.com

Street: 5025 Utica Ridge Rd

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