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Senior Account Representative - EB

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Assured PartnersLake Oswego, OR
  • 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.
  • Senior Account Representative is a hybrid position that is responsible for maintaining key relationships on their book of business while finding opportunities to grow relationships with clients.
  • 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 and acts a vital member of the client service team.
  • Servicing, which includes employee meetings, claims/eligibility escalation, set up for agency management systems, involved in benefits admin when applicable.
  • Provides technical support, understanding of current contracts and in force coverages.
  • Participates in direct meetings with clients and carrier representatives where needed.
  • Designs insurance and risk management plans as directed by Producer or Account Executive.
  • Makes recommendations and provides input/perspective on suggested risk management strategies.
  • Guides clients through the renewal process, essential project managing the steps, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
  • Processes change requests and other items that may be required.
  • Assists in the development of strong business relationships with insurance company personnel & clients to enhance business relationships.
  • Meets directly with clients in conjunction with other team members.
  • Has the ability to negotiate lines of insurance with carrier and sales to clients.
  • Works with Producer and Account Executive to write new business accounts.
  • (Eligible for commission bonuses when involved in new business placement)
  • Capability to market accounts to insurance carriers and wholesalers as needed.
  • Assists in the development of strong personal relationships with appropriate insurance carrier personnel and assists agency in developing carrier relationships.
  • Directs technical personnel including Account Representatives and other analysts in order to meeting essential duties and responsibilities.
  • Ensures accuracy of account information for both new and renewal policies, endorsements and audits.
  • Reviews insurance and indemnification parts of contracts.
  • Maintains follow up and suspense on outstanding correspondence, reports, renewal expirations and follows up promptly.
  • Participates in continuing professional development.
  • Schedules monthly or quarterly stewardship meetings.
  • Creates agenda of discussion points to continue to educate clients.
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
  • Perferably someone with 5-7 years of Large Group employee benefits account management experience.
  • Appropriate insurance license(s).

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