assuredpartnerscom

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assuredpartnerscom

assuredpartnerscom

Dubuque, IA

$34,066 - $41,636

Account Representative - EB assuredpartnerscom Jobs

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Overview

Company Summary

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.  You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.

 

Job Summary

The Account Representative will work collaboratively with the Account Executive and the Producer as the dedicated point of contact for clients. 

 

The Ideal Candidate

  • An excellent problem solver, you thrive on making customers happy and coming up with great solutions
  • You have a strong sense of team work, and you are highly dependable
  • You are communicative and able to be effective via written and oral communication

 

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

Responsibilities

Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

 

  • Manage day-to-day service including claims, billing, eligibility, and service issues.
  • Properly set expectations for issue resolution, monitors progress and communicates outcomes.
  • Updates BenefitPoint in a timely manner including updates to on-going activity.
  • Conducts quarterly service status calls to assigned book of business clients.
  • Conducts implementation activities for new and existing clients and attends meetings with AE.
  • Oversees installation of the group on renewal.
  • Assists in completion and processing of applications; Schedules, prepares for and conducts open enrollment meetings.
  • Collects forms/data/schedules for regulatory compliance.
  • Finalizes enrollment with carrier and report results to AE and producer.
  • Updates agency management system within 30 days after sale or renewal.
  • Other duties as assigned.
  • Travel is expected to be 25% in this role.

Qualifications

Qualifications  

  • Bachelor degree preferred; or 2-5 years of related experience and/or training; or equivalent combination of education and experience
  • Life and health license
  • Tech savvy; ability to learn multiple systems. Intermediate skills in Microsoft Office products
  • Excellent verbal communication skills
  • Valid drivers license                                                                                                                      

Job ID: 1788902873193915941