Employee Benefits Account Executive

Leading Insurance Company, Assured Partners, is seeking an Employee Benefits Account Executive!

Employee Benefits Account Executive Role Overview:

• Compensation: Competitive
• Office Location: In-office role at 500 N Central Expressway, Suite 550, Plano, TX 75074
• Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time with flexible options available)
• Our Awesome Benefits:
  • 401K
  • Dental Insurance
  • Medical Insurance
  • HSA and FSA options
  • Vision Insurance
  • Employer paid life insurance
  • Voluntary life insurance
  • Employer-paid short-term and long-term disability insurance
  • Paid time-off
  • Paid holidays
  • Flexible schedules
  • Teleworking
  • Travel reimbursement
  • Voluntary benefits (such as critical illness and accident insurance)
  • Bonus structure for non-sales positions
  • Tuition Reimbursement
  • Employee Referral Program

Employee Benefits Account Executive Requirements​:

• Life & Health Insurance license 
• Bachelor’s Degree (or equivalent in education and experience)
• 5+ years’ experience in Employee Benefits, such as medical, dental, vision, life and disability coverage
• High level of empathy for others while maintaining persistent determination to motivate them to take action and improve their situation
• Maintain the highest level of confidentiality
• Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company
• Data entry accuracy
• Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills

Employee Benefits Account Executive Responsibilities:

• Work with groups with 10 – 50 employees
• Provide top-notch client service to clients via in-person meetings/phone/internet
• Ensure accurate, successful implementation of employee benefits
• Conduct employee enrollment meetings
• Educate clients on federal and state regulations that may impact their business
• Manage a large number of time sensitive client issues at any given time
• Resolve client issues in a timely manner and collaborate with the team to ensure benefit programs run smoothly
• Connect with prospective and existing clients to address a broad range of benefit issues
• Assist with the Success Lab™ process for new business relationships
• Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet, and face-to-face meetings) for various client and potential client audiences with diverse backgrounds to secure new and maintain existing client relationships
• Review and present mid-plan year Results Monitor™ (6 month check-in) to clients
• Present benefit options to both new and renewing clients
• Research complex legal, tax, and coverage issues (ERISA, HIPAA, COBRA, Section 125 regulations, etc.), think outside the box to solve problems, and follow up promptly with actionable solutions
• Learn and develop benefit knowledge through carrier meetings, research, and training classes on an ongoing basis
• Keep a detailed record of correspondence through our client relationship system with prospective and existing clients, vendors, and referral partners

About AssuredPartners:

Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.

As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

• Inc. Magazine's Best-Led Companies of 2021
• Named a 2021 "5-Star Brokerage" by Insurance Business Magazine
• Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies