Director, Employee Benefits Account Management - Assured Partners

Overview

The Director, Account Management manages all activities related to the Employee Benefits service operations within the Greater Cincinnati office. In addition to managing operations, this position will also manage a small book of business and perform Account Executive duties. 

The Ideal Candidate 

• You possess a solid sense of professionalism and have a customer service disposition 
• You are able to span managing people to get projects done, while also being a team player and not being afraid to “do the work” 
• Highly analytical in nature, you are comfortable analyzing reports & data to make real world conclusions 

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

What You'll Do

• Manages a book of business as an Account Executive
• Analyzes and organizes office operations and procedures.  Creates and manages department structure and enhances process improvements.  Drives efficiencies. Standardizes processes and procedures.  Promotes quality improvement initiatives.  Researches and develops resources that create timely and efficient workflow for various support teams.  
• Contributes effectively to the operations team whose responsibility is to continuously seek to improve the customer service experience, the support of the sales effort, and best practices workflows for the Agency’s Employee Benefits operation.  
• Prepares annual evaluations for service staff.  Solves personnel problems, resolves conflicts, and addresses complaints within the EB service operation.   

• Participates in the interview process for prospective EB service employees and coordinates with HR to assure that the applicant participates in all other appropriate interviews and receives the appropriate pre-employment test, if required.  Makes recommendation to Agency President regarding the selection of a candidate for employment.  
• Administers the training program for new hires in the service staff positions. This includes training on office equipment, AssuredPartners procedures, any applicable operating system and general insurance coverage knowledge. Tailors training to new and current employees in order to address skill and knowledge needs through individual mentoring, small group, or classroom training. Assesses each service employee’s need for further training, sets up goals and implement a plan for them to achieve those goals.    
• Solicits producer and client feedback to assure they are receiving quality assistance from service staff.  
• Reviews and assesses internal audits for the profit center according to procedures including reporting requirements. 
• Provides training and support for new producers as they build their book of business.     

• Prepare & submit various reports including revenue recognition, new & lost business, and renewal verification via Cadency. 
• Travel is expected to be 25% in this role. 
• 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

• 6+ years of experience in Employee Benefits at an agency, PEO or brokerage
• Active Health and Life insurance license required
• Tech savvy; ability to learn multiple systems. Intermediate skills in Microsoft Office products  
• Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public
• Ability to calculate figures and amounts such as discounts, interest, and commissions

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!