The Employee Benefits Placement Specialist markets insurance accounts by gathering information from Producers and Account Executives, responds to inquiries regarding new accounts, negotiates premiums and terms with insurance carrier underwriters, prepares proposals, and binds coverage by performing the following duties.
The Ideal Candidate
- Customer service drives your work product and communications, you are a strong verbal & written communicator to internal and external stakeholders.
- You are a true professional and a strong team player.
- Problem solving is a part of your DNA and you enjoy providing solutions.
If this sounds like you, we invite you to keep reading and apply!
What You'll Do:
- Serves as a resource for Producers and Account Executives and assists in executing marketing strategies and objectives.
- Maintains marketing database including customer/prospect files. Makes recommendations that influence departmental decisions.
- Must be able to manage a high level of insurance related information in a variety of formats and be able to identify appropriate carriers for unsealed risks in a timely manner.
- Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
- Negotiates premiums, coverages, terms and conditions for prospective clients. Develops proposals.
- May meet with insurance carrier underwriters and marketing personnel to develop business relationships in order to determine carrier's interest in various classes of business.
- Sends new business submissions, applications, loss history, etc. to appropriate insurance companies.
- Must regularly work with customers, vendors, and co-workers.
- Assists in the analysis of lines of coverage and insurance company trends with the intent of maximizing opportunities for new business placement and customer retention. Plans and conducts market research to identify opportunities for increased sales.
- Other duties as assigned.
- Travel is expected to be 10% in this role.
What You'll Need:
- 2 years of insurance experience.
- Willing to get your H&L insurance license(s).
- Tech savvy; ability to navigate multiple systems including Agency Management Software and Microsoft Office products.
- Intermediate skills in Microsoft Office products.
- Intermediate knowledge of insurance markets.
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
