Jobs at AssuredPartners
74 open positions
Financial Analyst
Company: AssuredPartners
Location: Washington DC
Posted Mar 15, 2024
<p><strong>Overview<strong> <p> <p>GSA National has an exciting opportunity to join us as a Financial Analyst The Financial Analyst prepares client invoices vouchers retirement funding reports and other clientrelated reports <p> <p>GSA National an Accretive company has been helping government contractors ensure compliance and streamline costs since 1991 by specializing in the design management and administration of employee benefit programs for government contractors GSA National provides fringe benefits administration consulting compliance services to many of the industrys leading contractors For more information about us please visit wwwgsanationalcom <p> <p><strong>What Youll Do<strong> <p> <ul><li>Collect validate and analyze client data files for processing with GSA systems while ensuring data integrity<li> <li>Prepare client health and welfare funding invoices and verification schedules for GSA National management review<li> <li>Reconcile client source data to final hours contributions and fringe benefit credits invoiced to client<li> <li>Use critical thinking skills to apply fringe benefit reporting requirements under Service Contract Act Davis Bacon Act and collective bargaining agreements<li> <li>Perform variance analytics to identify and explain changes between accounting periods for management review <li> <li>Prepare client reporting deliverables including retirement funding reports<li> <li>Communicate nuanced fringe benefits compliance concepts in a manner that can be understood by clients vendors carriers and coworkers <li> <li>Handle client inquiries with the highest degree of responsiveness and professionalism<li> <li>Assist with the implementation of health and welfare invoicing processes for new clients<li> <li>Other duties as assigned<li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>Minimum of 35 years of work experience in corporate accounting audit andor financial analytics<li> <li>Bachelor degree and accounting or finance or related field of study required<li> <li>Employee benefit plan audit experience is a plus<li> <li>Government contracting industry experience is a plus<li> <li>Working knowledge of computer systems and Microsoft Office Word Excel Outlook PowerPoint etc Specifically the Financial Analyst must have at least an Intermediate Level of Excel as defined in this resource httpswwwlinkedincompulsescaleonetenwhatyourskilllevelmicrosoftexcelcharlesotoghile<li> <li>Excellent analytical skills ability to capture review and analyze data<li> <li>Ability to be detailoriented and to meet constant deadlines<li> <li>Exceptional organizational and problemsolving skills<li> <li>Ability to work well under pressure as part of a fastpaced team with demonstrated ability to multitask organize and prioritize consistently and appropriately<li> <li>Strong work ethic and emphasis on attention to details <li> <li>Excellent oral and written communication skills ability to present complex issuesdata with a high level of clarity and impact<li> <li>Excellent problem solving critical thinking and analytical skills proven ability to research follow up and resolve complex issues or problems<li> <li>Demonstrated ability to handle sensitive and confidential compensation and financial information in accordance with GSA policies<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout Accretive<li> <ul><p><strong>Grow with us<strong> <p> <p><strong>Accretive<strong> is a collection of elite specialty and wholesale agencies supported by experienced industry leaders Our expertise is broad and our innovative culture runs deep We value relationships above all else and consistently deliver best in class customized solutions and service you can trust <p> <p><strong>Accretive <strong>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 are proud to be one of the largest brokers in the country but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 Accretive 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 Accretive is bringing the best people and most diverse talent forward to drive growth innovate and think bigger<p>
Senior Personal Lines Account Manager
Company: AssuredPartners
Location: Tucson, AZ
Posted Mar 12, 2024
<p><strong>Overview<strong> <p> <p>AssuredPartners of Arizona is growing and excited to add a <strong>Property and Casualty licensed<strong> Senior Personal Lines Account Manager in our Tucson AZ office <p> <p>The Senior Account Manager is responsible for providing comprehensive account support our clients with limited direction from senior team members The Senior Account Manager has strong product knowledge and is familiar with products offered by carriers In addition the Senior Account Manager acts as a mentor and leader for more junior team members Over time the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops <p> <p><strong>The Ideal Candidate<strong> <p> <ul><li>You enjoy working autonomously with some guidance from more senior experts<li> <li>You enjoy forming relationships with clients and leveraging your technical knowledge to deliver <p>excellent comprehensive customer support<p><li> <li>You are skilled in mentoring and guiding others and enjoy helping more junior team members <p>grow<p><li> <ul><p>If this sounds like you we invite you to keep reading and apply <p> <p><strong>What Youll Do<strong> <p> <ul><li>Client Support <ul><li>May be first point of contact on some accounts supports in delivering service to book of <p>business including writing new business and designing insurancerisk management plans<p><li> <li>Provides renewal and proposal documents for delivery to clients<li> <li>Guides clients through the renewal process which may include requesting renewal <p>exposures submitting requests to carriers based on renewal timetable<p><li> <ul><li> <li>Account Management <ul><li>Reviews renewals and proposes changes needed under direction and guidance of senior <p>team members<p><li> <li>Support in claim review and other risk analysis tasks<li> <li>Performs detailed analysis of accounts receivable reports to deliver information to clients <p>ensuring accounts are kept in good standing<p><li> <li>Processes or oversees process of change requestsendorsements binders account <p>summaries proposals policies lost policy releases evidence of properties and account <p> <p>balance status as needed<p><li> <ul><li> <li>Insurance Expertise <ul><li>May be responsible for analyzing market trends and advising clients on changes to <p>policies<p><li> <li>Proficient in working knowledge of renewal processes and considerations<li> <li> May be responsible for assisting Producers with marketing campaigns<li> <li>Seeks opportunities to increase knowledge of insurance contracts carrier underwriting <p>guidelines and coverage options<p><li> <li>Assists in the development of strong business relationships with insurance company <p>personnel to enhance business relationships<p><li> <ul><li> <li>Leadership <ul><li>Provides mentoring and guidance to more junior team members such as Account <p>Coordinators<p><li> <ul><li> <li>Other duties as assigned<li> <li>Some travel may be required<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners <li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>48 years of related experience andor training preferred experience as responsible person for all levels of account service to a particular client or set of clients<li> <li><strong>Property and Casualty License required<strong><li> <li>Working knowledge of available personal lines coverages based on business and industry<li> <li>Demonstrated problem solving and solutiondesign skills strong written and verbal communication skills<li> <li>Proficient at rapid prioritization and time management<li> <li>Highly proficient in use of Microsoft Office or similar software including spreadsheet and presentation software<li> <li>Proficient in use of AMS360 agency management software able to quickly learn new systems<li> <ul><p><strong>Grow with us<strong> <p> <p>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 <p> <p>Were proud to be the fastestgrowing independent insurance broker in America but were even more proud of the honest caring relationships that our employees build with our clients every day <p> <p>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 <p> <p>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<p>
Accounting Manager
Company: AssuredPartners
Location: Miami, FL
Posted Mar 13, 2024
<p><strong>Overview<strong> <p> <p>The Accounting Manager is responsible for managing the unit accounting operations including agency and direct bill production and related accounts receivable and producer commission expense company and vendor payables and other general ledger accounts specifically assigned <p> <p><strong>The Ideal Candidate<strong> <p> <ul><li>You are a true financial leader and lead by example<li> <li>You have experience in change management and possess a strong business acumen<li> <li>You understand the delicate balance of taking initiative delegation of tasks and communication across a large organization<li> <ul><p>If this sounds like you we invite you to keep reading and apply <p> <p><strong>What Youll Do<strong> <p> <p>Please note that the duties below can vary based on the workflow of your local office <p> <ul><li>Supervises and trains accounting specialists and accounting assistants ensuring transactions are processed in a timely manner in accordance with generally accepted accounting principles <li> <li>Ensures all noncorporate related accounting entries are completed by the second business day subsequent month end and consolidated financial statements are issued by the fifth business day subsequent month end <li> <li>Responsible for ensuring the accuracy of the monthly financial statements including 1 the reconciliation of subsidiary ledgers or account support documents to the general ledger 2 the identification and explanation of actual vs budget revenue or expense fluctuations 3 the preparation and accuracy of various financial management related reports <li> <li>Maintains the Agency management system from an accounting perspective <li> <li>Manages accounts receivable and ensures the accounts receivable policy is properly enforced <li> <li>Responsible for proactive communication and the identification and elimination of nonvalue added activities that improve the efficiency of the department Responds to internal and external customer information requests in a timely and appropriate manner ensuring customer satisfaction <li> <li>Assists in the development and implementation of goals priorities policies and procedures relating to the accounting department <li> <li>Directs the installation and maintenance of accounting records to document receipts and expenditures<li> <li>Responsible for maintaining and identifying improvements to improve the overall internal control environment to assist in preventing and detecting errors from occurring safeguarding the Agencys assets <li> <li>Coordinates preparation of external audit materials and external financial reporting <li> <li>Other duties as assigned<li> <li>Travel is expected to be negligible in this role<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners <li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>Bachelors degree in Finance or Accounting is required Masters degree is preferred<li> <li>2+ years of experience in the insurance industry in a finance or accounting role General ledger experience required<li> <li>Ability to read analyze and interpret general business periodicals professional journals technical procedures or governmental regulations 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 general public<li> <li>Ability to work with mathematical concepts such as probability and statistical inference Ability to apply concepts such as fractions percentages ratios and proportions to practical situations Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Ability to interpret a variety of instructions furnished in written oral diagram or schedule form<li> <li>To perform this job successfully an individual should have knowledge of Agency management software Database software Internet software Spreadsheet software and Word Processing software<li> <ul><p><strong>Grow with us<strong> <p> <p>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 <p> <p>Were proud to be the fastestgrowing independent insurance broker in America but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 <p> <p>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<p>
P&C Client Manager, Select Business
Company: AssuredPartners
Location: San Diego, CA
Posted Mar 12, 2024
<p><strong>Overview<strong> <p> <p>As experts in protecting what matters most to businesses and individuals AssuredPartners is looking to bring on our next <strong>Property and Casualty Licensed <strong>Account Manager to support our Commercial Lines department and deliver exceptional risk management solutions to our growing client base <p> <p>Our Account Manager will partner with our sales team to facilitate daytoday management of current clients insurance programs helping the world prepare for the unexpected <p> <p>As one of the fastest growing insurance brokers in the US we are excited to bring on those interested in growing their career in the insurance industry Opportunity awaits you with us <p> <p><strong>Why this Role<strong> <p> <ul><li>Build meaningful relationships with clients while providing them with impactful solutions<li> <li>High visibility to Senior Leadership work alongside Client Services Sales and Agency Leadership who prioritize your learning and development<li> <li>Opportunity for upward mobility and advancement opportunities across AssuredPartners <li> <ul><p><strong>What Youll Do<strong> <p> <ul><li>Client Support <ul><li>Maintain accurate client information to provide daytoday client support and address intermediatelevel client inquiries<li> <li>Assist in the development of strong business relationships with appropriate insurance carrier personnel Recognize and satisfy carrier goals and objectives to enhance business relationships<li> <ul><li> <li>Account Management <ul><li>Maintain files with proper records according to company procedures Follow company procedures in order to achieve positive audit results<li> <li>Ensure accuracy of account information for both new and renewal policies endorsements and audit for accuracy in rating coverage signatures and enters these <p>transactions to generate billing invoices in a timely manner<p><li> <li>Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner<li> <li>Review accounts receivable report for all assigned accounts to support client retention<li> <ul><li> <li>Insurance Expertise <ul><li>Leverage technical knowledge to ensure carrier quotes are received in a timely fashion Review quotes for gaps and assists with inquiries from the carrier<li> <li>Attend training and seek selfdirected learning to continue education in industry and technical knowledge<li> <ul><li> <li>Other duties as assigned<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary of $60000$70000 based on experience<li> <li>Hybrid work schedule<li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners <li> <ul><p><strong>What Youll Need<strong> <p> <ul><li><strong>4+ years of commercial insurance experience with mid to large market clients required<strong><li> <li><strong>Property and Casualty License required<strong><li> <li>Working knowledge of available commercial lines coverages based on business and industry<li> <li>Proficient in providing client service through electronic telephone and inperson interaction<li> <li>Problem solving skills strong written and verbal communication skills<li> <li>Proficient in use of Agency Management software or demonstrated skill at quickly learning new systems<li> <li>Proficient in use of Microsoft Office or similar software including spreadsheet and presentation <p>software<p><li> <ul><p><strong>Grow with us<strong> <p> <p>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 <p> <p>Were proud to be the fastestgrowing independent insurance broker in America but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 <p> <p>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<p>
P&C Account Manager - Personal Lines
Company: AssuredPartners
Location: Dallas-Fort Worth, TX
Posted Mar 11, 2024
<p><strong>Overview<strong> <p> <p>AssuredPartners is adding to our team in Plano TX The Personal Lines Insurance Account Manager is responsible for providing customer service by handling the day to day operations of clients insurance needs In addition the Personal Lines Account Manager will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients focusing on Middle Market Home and Auto and other Personal Lines insurance coverage The Personal Lines Account Manager will also provide support to Agency personnel that includes assisting in selling and marketing involving new or existing business This is not a direct sales role the focus is on support and client servicing This is a hybrid role <p> <p>As one of the fastest growing insurance brokers in the US we are excited to bring on those interested in growing their career in the insurance industry Opportunity awaits you with us <p> <p><strong>Why this Role<strong> <p> <ul><li>Build meaningful relationships with clients while providing them with impactful solutions <li> <li>High visibility to Senior Leadership work alongside Client Services Sales and Agency Leadership who prioritize your learning and development<li> <li>Opportunity for upward mobility and advancement opportunities across AssuredPartners <li> <ul><p><strong>What Youll Do<strong> <p> <ul><li>Client Support <ul><li>Maintain accurate client information to provide daytoday client support and address intermediatelevel client inquiries while delivering exceptional customer care<li> <li> Assist in the development of strong business relationships with appropriate insurance carrier personnel Recognize and satisfy carrier goals and objectives to enhance business relationships<li> <ul><li> <li>Account Management <ul><li>Maintain files with proper records according to company procedures Follow company procedures to achieve positive audit results<li> <li>Ensure accuracy of account information for new and renewal policies in accordance with client requests processing change requests and endorsement checking addressing proper exposures for policy rating completing coverage reviews and gap analysis and accurately transacting agency bill policies<li> <li>Review all accounts receivable and policy cancellation notices according to Agency procedures recognizing that the Agency must process in a timely manner<li> <li>Monitor renewal premium increases for remarketing based on the agencys retention strategies<li> <li>Secure documentation needed to be retained by the agency including signed applications replacement cost estimates rejection of coverage and confirmation of orders<li> <ul><li> <li>Insurance Expertise <ul><li>Leverage technical knowledge to ensure carrier quotes are received in a timely fashion Review quotes for gaps and assists with inquiries from the carrier<li> <li>Attend training and seek selfdirected learning to continue education in industry and technical knowledge<li> <ul><li> <li>Other duties as assigned<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners <li> <li>Hybrid role<li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>3+ years of related experience andor training preferred<li> <li>Property and Casualty License<li> <li>Working knowledge of available personal lines coverages based on business and industry<li> <li>Problem solving skills strong written and verbal communication skills<li> <li>Proficient in use of Agency Management software or demonstrated skill at quickly learning new <p>systems<p><li> <li>Proficient in use of Microsoft Office or similar software including spreadsheet and presentation <p>software<p><li> <ul><p><strong>Grow with us<strong> <p> <p>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 <p> <p>Were proud to be the fastestgrowing independent insurance broker in America but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 <p> <p>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<p>
Employee Relations Specialist
Company: AssuredPartners
Location: Orlando, FL
Posted Mar 12, 2024
<p><strong>Overview<strong> <p> <p>The Employee Relations Specialist will be responsible for providing support and guidance on escalated employee relations matters to stakeholders at all levels of the organization You will play a key role in developing and implementing new tools and best practices to support Corporate and the field <p> <p><strong>The Ideal Candidate <strong> <p> <ul><li>You thrive in a fastpaced environment simultaneously managing complex competing priorities<li> <li>You possess a strong emotional intelligence demonstrated through verbal amp written communications<li> <li>You enjoy collaborating with others to find solutions to complex problems<li> <ul><p>If this sounds like you we invite you to keep reading and apply <p> <p><strong>What Youll Do<strong> <p> <ul><li>Act as a trusted advisor to Corporate and Regional HR leadership to provide guidance and support on all escalated employee relations matters including performance management progressive discipline leaves of absence and investigations<li> <li>Triage employee complaints grievances and concerns maintaining confidentiality and impartiality<li> <li>Track investigations from start to finish and provide additional support by scheduling interviews taking detailed notes and more<li> <li>Provide support to Regional HR leadership to complete climate surveys as necessary<li> <li>Partner with LOA team to evaluate complex leave cases<li> <li>Stay uptodate with federal state and local labor laws and regulations<li> <li>Support development and implementation of HR policies and procedures to ensure legal compliance and best practices<li> <li>Support the development and maintenance of a consistent and welldocumented approach to the above matters ensure own documentation is in accordance with organizational policies and procedures<li> <li>Create best practice guides to address reoccurring employee relations issues with varying levels complexity and support HR leadership to resolve<li> <li>Assist with the review and revision the employee handbook to reflect current laws and company policies annually and as needed<li> <li>Flexibility to support all US time zones<li> <li>Other duties as assigned<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout our company<li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>Bachelors Degree or a minimum of two to three years experience andor training in employee relations compliance or as a HR generalist or equivalent combination of education and experience<li> <li>Ability to navigate multiple systems amp applications including Microsoft Office Suite HRIS Smartsheets and more<li> <li>Excellent communication and interpersonal skills with the ability to build rapport with Regional and Corporate HR teams<li> <li>Exceptional problemsolving and critical thinking skills with the ability to navigate complex sensitive and confidential information with discretion<li> <li>Ability to multitask and manage various project elements simultaneously<li> <li>Strong and thorough working knowledge of federal state and local employment laws with strong attention to detail<li> <ul><p><strong>Physical Requirements<strong> <p> <ul><li>Prolonged periods sitting at a desk and working on a computer<li> <ul><p><strong>Grow with us<strong> <p> <p>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<p>
Surety Account Executive
Company: AssuredPartners
Location: Cincinnati, OH
Posted Mar 11, 2024
<p><strong>Overview<strong> <p> <p>The Surety Account Executive is responsible for executing bid performance payments and other bonds The Surety Account Executive also creates and maintains relationships with all surety clients and underwriters services and invoices their contract and miscellaneous needs and obtains current financial and other pertinent information for the surety company <p> <p><strong>The Ideal Candidate<strong> <p> <ul><li>You enjoy problem solving with great customerservice minded solutions<li> <li>Teamwork is part of your DNA and you have great communication skills verbal amp written<li> <li>Youre analytical at heart and can see both the big picture and the minor details when working with clients and other team members<li> <ul><p>If this sounds like you we invite you to keep reading and apply <p> <p><strong>What Youll Do<strong> <p> <ul><li>Executes all bid performance payment and miscellaneous bonds in a timely manner which is consistent with state and federal law company policies and procedures <li> <li>Manages renewal of all miscellaneous surety bonds and contract surety bonds<li> <li>Invoices all bonds and mediates billing disputes Collects premiums that remain unpaid for more than 60 days<li> <li>Keeps all information pertaining to financial year end statements interim statements bank lines of credit insurance certificates and personal financial statements for owners uptodate <li> <li>Handles all general correspondence and maintain a working relationship with clients and underwriters<li> <li>Executes indemnity agreements<li> <li>Works with Surety Account Managers to develop companywide surety procedures and establish practical surety policies <li> <li>Follows company procedures with respect to all essential duties and responsibilities of the job<li> <li>Provides sales support at the direction of the Producer This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business <li> <li>Other duties as assigned<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners <li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>Property and Casualty License<li> <li>5+ years of experience in contract surety with 13 years of experience of independently managing a book at an insurance agency<li> <li>Tech savvy ability to navigate multiple systems including Agency Management Software Intermediate skills in Microsoft Office products<li> <li>Prefer certified notary designation other professional designations preferred as well<li> <ul><p><strong>Grow with us<strong> <p> <p>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 <p> <p>Were proud to be the fastestgrowing independent insurance broker in America but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 <p> <p>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<p>
Personal Lines Account Executive - High Net Worth/Private Client
Company: AssuredPartners
Location: St. Louis, MO
Posted Mar 11, 2024
<p><strong>Overview<strong> <p> <p>AssuredPartners of Missouri is seeking their next <strong>Property amp Causality licensed <strong>Personal Lines Account Executive for our Personal Lines Department in St Louis MO This role will be on our Private Client Unit within our Personal Lines Team <p> <p>The Account Executive acts as the Subject Matter Expert on client support providing advanced client support The position requires independent judgment a high level of expertise and advanced skill in developing client strategies The Account Executive possess advanced skills including industry forecasting industry relationship management and advanced client retention strategies The Account Executive is able to effectively partner with Producers to drive new business <p> <p>This role is hybrid MondayFriday remote days Our beautiful office in Creve Coeur even includes a free gym and personal trainer sessions <p> <p>As one of the fastest growing insurance brokers in the US we are excited to bring on those interested in continuing to grow their career in the insurance industry Opportunity awaits you with us <p> <p><strong>Why This Role<strong> <p> <ul><li>Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field<li> <li>Provide mentorship and leadership to other team members contributing to the growth and development of books of business<li> <li>Opportunity for upward mobility and advancement opportunities across AssuredPartners <li> <ul><p><strong>What Youll Do<strong> <p> <ul><li>Client Support <ul><li>Lead meetings with clients including negotiating selling lines of insurance and renewal meetings at client locations<li> <li>Responsible for providing comprehensive client support and act as main client contact for book of business<li> <li>Effectively manage difficult client communications including loss of coverage claim denials unfavorable underwriting and other challenging renewal scenarios<li> <ul><li> <li>Account Management <ul><li>Negotiate and sell lines of insurance to clients to round out accounts as appropriate May design insurance and risk management plans for clients as assigned and directed by Agency management<li> <li>Own all audit review and claims processes for assigned book of business<li> <li>Analyze data to draft client service plans stewardship reports and other meaningful reports tailored to the needs of the client and circumstances of the presentation<li> <ul><li> <li>Insurance Expertise <ul><li>Manage and develop strong personal relationships with appropriate insurance carrier personnel<li> <li>Skilled at forecasting industry trends to predict needed changes in client strategies<li> <li>Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients in addition to cross selling other lines of business<li> <ul><li> <li>Leadership <ul><li>Mentor or lead the work of more junior team members<li> <li>Facilitate and collaborate with account team on the agencys renewal strategy<li> <ul><li> <li>Client Strategy <ul><li>Create complex riskmanagement strategies for accounts and other team members to attract and retain large client accounts<li> <li>Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency<li> <ul><li> <li>Other duties as assigned<li> <li>Some travel may be required<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners <li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>6+ years of related experience andor training preferred or demonstrated skills listed below <li> <li>Current Property and Casualty license required professional designations preferred <li> <li>Comprehensive knowledge of available personal lines coverages based on business classification as well as informed on industry trends and client retention strategies <li> <li>Highly developed problem solving and solutiondesign skills strong written and verbal communication skills <li> <li>Demonstrated leadership through client support and advocacy skills as well as the mentoring and guidance of more junior employees <li> <li>Highly proficient in use of Microsoft Office or similar software including spreadsheet and presentation software <li> <li>Skilled in use of agency management software with the ability to quickly learn new systems and processes <li> <ul><p><strong>Grow with us<strong> <p> <p>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 <p> <p>Were proud to be the fastestgrowing independent insurance broker in America but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 <p> <p>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<p>
Sales Executive- Personal Lines
Company: AssuredPartners
Location: Charleston, SC
Posted Mar 16, 2024
<p><strong>Overview<strong> <p> <p>Love what you do but not where you do it As a Sales Executive at AssuredPartners you will use your existing sales skills and experience and leverage AssuredPartners suite of resources and trainings to reach new heights all while having fun with a team of likeminded professionals dedicated to reaching new heights together <p> <p>At one of the fastest growing Insurance Brokers in the US come play a critical role in building relationships and delivering exceptional risk solutions to clients helping businesses and individuals protect what matters most to them while driving the growth of our business and your own success <p> <p><strong>Why AssuredPartners <strong> <p> <ul><li>Company culture built around sales AssuredPartners was founded and built by Producers our term for Sales Executives for Producers<li> <li>Most collaborative insurance broker with unparalleled industry expertise in delivering cutting edge solutions to clients across the nation<li> <li>Founded in 2011 well capitalized and longterm focused we are ranked as the 11th largest insurance broker and 5th largest PampC broker in the US making us one of the fastest independent brokerages with over 9000 employees across offices in 37 states and 4 countries <li> <li>Offer 250+ products and services making us a broker of choice for many <li> <li>Hit $2 billion in revenue after just 11 years of being in business and are on track to double in the next 4 years<li> <li>Incredible growth opportunities including into leadership or other positions<li> <ul><p><strong>Why Sales with Us <strong> <p> <ul><li>Exceptional and sophisticated service and support teams dedicated to optimizing Producer efforts <li> <li>Uncapped industry leading commission structure that includes renewal business plus opportunity to build equity through employee grants<li> <li>Whether you have an affinity for agriculture senior living aerospace transportation technology and many more gain unlimited access to vertical experts and resources matching your interests and customer needs<li> <li>Team selling opportunities on local regional and national levels <li> <ul><p><strong>What Youll Do<strong> <p> <ul><li>Set and achieve new business goals<li> <li>Utilizing our Sales Tools identify target and prospect new business and create a new business sales pipeline<li> <li>Manage new business sales pipeline and follow up on leads and prospects to ensure new business goals are met and all opportunities are recorded into CRM Salesforcecom<li> <li>Working in conjunction with local regional and national internal teams identify cross sell opportunities and utilize multidisciplinary resources delivered straight to you the relationship holder to maximize results<li> <li>Attend community events work personal networks and participate in activities that drive new business sales goals<li> <li>Stay current on license and education requirements<li> <li>Attend internal and external trainings to keep uptodate on insurance market trends local laws and newchanged coverages<li> <li>Travel as needed <li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>We invest in you Competitive base salary + commission structure <li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners <li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>Must hold appropriate and valid insurance licenses and drivers licenses<li> <li>3+ years of insurance sales experience<li> <li>Bringing a thorough understanding of insurance underwriting and including rating procedures<li> <li>Being a selfstarter imaginative and creative with good communications skills and strong sales skills<li> <li>Competitive persistent and selfreliant with high energy and sales drive<li> <ul><p><strong>Grow with us<strong> <p> <p>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 <p> <p>Were proud to be the fastestgrowing independent insurance broker in America but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 <p> <p>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<p>
Account Executive - EB
Company: AssuredPartners
Location: Minneapolis–Saint Paul, MN
Posted Mar 11, 2024
<p><strong>Overview<strong> <p> <p>As experts in protecting what matters most to businesses and individuals were looking to bring on our next Account Executive to support our Employee Benefits department and deliver exceptional risk management solutions to our growing client base <p> <p>Our Account Executive will partner with our sales team as well as work independently on sales opportunities to lead daytoday management of current clients insurance programs <p> <p>As one of the fastest growing insurance brokers in the US we are excited to bring on those interested in continuing to grow their career in the insurance industry Opportunity awaits you with us <p> <p><strong>Why This Role<strong> <p> <ul><li>Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field<li> <li>Provide mentorship and leadership to other team members contributing to the growth and development of books of business<li> <li>Opportunity for upward mobility and advancement opportunities across AssuredPartners <li> <ul><p><strong>What Youll Do<strong> <p> <ul><li>You will be required to meet with clients to perform proactive Best Practice and service reviews which focus on plan provisions and overall administration The main goal is to eliminate potential liabilities that may fall back onto clients and avoid improper administration of their insurance plans<li> <li>You will serve as the liaison between clients National Insurance Services and our partner insurance carriers<li> <li>Other functions include needs analysis identifying crosssell opportunities renewal and rate reviews provision change requests market bidding gap analysis and employeremployee education<li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>Bachelors degree or equivalent in the group insurance industry<li> <li>Ability to travel 50 of the time<li> <li>Life Disability Dental Vision and Supplementary Insurance background desired<li> <li>Basic literacy in Microsoft Office programs Outlook Word EXCEL and PowerPoint required<li> <li>Analytical ability is required in order to be able to analyze and identify problems offer proposed solutions and implement agreedupon solutions<li> <li>Ability to read and understand contract language<li> <li>MN Life and Health License or ability to acquire those licenses within 4 weeks of the date of hire<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners <li> <ul><p><strong>Grow with us<strong> <p> <p>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 <p> <p>Were proud to be the fastestgrowing independent insurance broker in America but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 <p> <p>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<p>
Account Manager
Company: AssuredPartners
Location: San Antonio, TX
Posted Mar 11, 2024
<p><strong>Overview<strong> <p> <p>Professional Enrollment Concepts PEC has an exciting career opportunity for an Account Manager in our San Antonio office The Account Manager serves as primary contact for multiple clients and is responsible for conducting conference calls responding to client inquiries in a timely manner and managing client expectations <p> <p>Professional Enrollment Concepts PEC an Accretive Company is a leading provider of customized administration enrollment and communication services for US corporations We provide custom solutions to employers across all industries to improve the effectiveness of benefits programs enhance employee experience and simplify administrative burden With more than 30 years of experience in the benefits industry we have the know how to develop and implement the right solution to meet your goals and to resolve challenges For more information about us please visit httpspecinsuresourcecom <p> <p><strong>What Youll Do<strong> <p> <ul><li>Serves as primary contact for multiple clients and is responsible for conducting conference calls responding to client inquiries in a timely manner and managing client expectations<li> <li>Develops effective solutions to participant issues and effectively communicates them to the client in both verbal and written formats with minimal guidance<li> <li>Partners with members of the Implementation Data and Customer Communication departments to address specific operational inquires and challenges<li> <li>Performs root cause analysis and determines escalation approach for transactional errors and escalations with minimal guidance<li> <li>Works well in a metricsdriven environment with an emphasis on efficiency and individual production<li> <li>Consistently complies with applicable policies and procedures while performing assigned tasks<li> <li>Initiates ongoing and enhanced usage of key service features to promote client education and satisfaction with minimal guidance<li> <li>Assist Implementation and staff with the successful implementation of new cases documentation in writing on processes and procedures specific to client<li> <li>Ensure Benefit Guides are completed to spec based on business requirement document<li> <li>Create and update business requirement documents for client benefit changes or renewals<li> <li>Deliver product trainings and presentations to Clients and Brokers as needed regarding systemic eg Selerix and procedural items New hires with minimal guidance<li> <li>Shares advanced knowledge of existing and emerging toolssystems Monitors all assigned cases monthly account receivables are in good standing and posted accordingly with minimal guidance eg remittance file received and premium posted<li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>Minimum 2 years experience in the employee benefits industry preferred<li> <li>High Diploma or equivalent required<li> <li>College degree preferred<li> <li>Basic knowledge of Excel Outlook Word required<li> <li>Highly analytical with strong attention to detail<li> <li>Critical thinking and strong conflict resolution abilities<li> <li>Superb time management and efficiency<li> <li>Demonstrated analytic abilities <li> <li>Selfstarter with excellent organizational and time management skills<li> <li>Fast learner quality consciousness and committed to deadlines<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout Accretive<li> <ul><p><strong>Grow with us<strong> <p> <p><strong>Accretive<strong> is a collection of elite specialty and wholesale agencies supported by experienced industry leaders Our expertise is broad and our innovative culture runs deep We value relationships above all else and consistently deliver best in class customized solutions and service you can trust <p> <p><strong>Accretive <strong>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 are proud to be one of the largest brokers in the country but were even prouder of the honest caring relationships that our employees build with our clients every day <p> <p>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 Accretive 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 Accretive is bringing the best people and most diverse talent forward to drive growth innovate and think bigger<p>
Client Operations Manager - Plansource
Company: AssuredPartners
Location: Other US Location
Posted Mar 14, 2024
<p><strong>Overview<strong> <p> <p>At AssuredPartners Our Wayne PA office is hiring for a remoteClient Operations Manager PlanSource In this position you are responsible for reviewing requirements documentation to build the Plansource administration platform testing sites to go live updating sites for open enrollment testing new system functionality and coordinating internal teams to ensure internal teams have what they need for accurate data imports EDI file testing billing administration and COBRA administration <p> <p>As one of the fastestgrowing insurance brokers in the US we are excited to bring on those interested in growing their careers in the insurance industry Opportunity awaits you with us <p> <p><strong>Why this Role<strong> <p> <ul><li>Build meaningful relationships with clients while providing them with impactful solutions<li> <li>High visibility to Senior Leadership work alongside Client Services Sales and Agency Leadership who prioritize your learning and development<li> <li>Opportunity for upward mobility and advancement opportunities across AssuredPartners <li> <ul><p><strong>What Youll Do<strong> <p> <ul><li>Configuration for new clients including company organization benefit policies and applicable software integrations<li> <li>Coordination with clients and carriers for annual renewals including benefit system updates testing and EDI files<li> <li>Data entry during configuration process for new clients and renewals<li> <li>Assist in data integrity reporting by identifying researching and resolving data discrepancies This includes demographic enrollment billing and payroll data<li> <li>Support team in ad hoc reporting activities<li> <li>Identify research and resolve system related issues<li> <li>Maintain comprehensive knowledge of insurance plan rules for all plans including but not limited to health life disability and voluntary benefits<li> <li>Maintain comprehensive knowledge of client organization and policies as they relate to benefit and payroll system configuration<li> <li>Assist in user acceptance testing of selfserve webs and system enhancements<li> <li>Represent AP Benefit Advisors in a positive and professional fashion with both internal and external customers<li> <li>Contribute to the team goals by accomplishing related projects<li> <li>Update job knowledge by participating in educational opportunities and reading professional publications<li> <li>Maintain composure and effectiveness under pressure in a deadline driven environment<li> <li>Perform other duties and special projects as assigned<li> <ul><p><strong>Whats in it For You<strong> <p> <p>To help you make the best decision for your personal growth its important to us to share a glimpse of what we offer our top asset our people <p> <ul><li>Competitive base salary <li> <li>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<li> <li>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 <li> <li>Company match 401k plan 50 up to 6 <li> <li>Support of your fitness wellness goals We offer up to 75 off at over 11000 gyms and fitness centers <li> <li>Opportunity to prioritize your mental health with 247 access to licensed therapists <li> <li>Pet benefits amp discounts <li> <li>Access to our Employeeled Resource Groups ERGs that lend a voice to the variety of demographics represented throughout AssuredPartners<li> <ul><p><strong>What Youll Need<strong> <p> <ul><li>Bachelors degree or combination of education andor equivalent work experience<li> <li>One year of experience on Plansource preferred<li> <li>Insurance knowledge of health life and disability plans preferred<li> <li>Demonstrated ability to learn new software systems<li> <li>Proficient with Microsoft Office products <strong>strong Excel skills required<strong><li> <li>Resultsoriented with strong attention to detail<li> <li>Strong organizational analytical communication and problemsolving skills<li> <li>Ability to interact with internal and external customers<li> <li>Ability to work independently as well as with a team<li> <li>Ability to meet operational deadlines and manage timelines<li> <li>Quality focus and skilled multitasking<li> <li>Professional presentation amp attire<li> <li>Superior written amp verbal communication skills<li> <ul>