Employee Benefits Account Coordinator

AssuredPartners - Lake Mary, FL

Full-time - Entry Level

Lake Mary, FL

Insurance Carriers and Related Activities

About the position

The Employee Benefits Account Coordinator at AssuredPartners is a pivotal role within the Employee Benefits department, aimed at delivering exceptional benefits solutions to clients. This entry-level position offers the opportunity to work closely with industry experts, gain valuable experience, and support client retention efforts while learning the intricacies of the insurance industry. The role emphasizes professional growth and development, with high visibility to senior leadership and potential for upward movement within the client services teams.

Responsibilities

• Support client retention by maintaining a positive image with clients.
• Assist with creating open enrollment guides and finalizing client presentations for new business and renewal meetings.
• Gather information related to underwriting, data analytics, marketing, and HR services.
• Enter accurate client information into the agency management system and export data as needed.
• Obtain necessary information to prepare for RFP; distribute RFP to identified markets and ensure deadlines are met by carriers.
• Prepare all required client-facing proposals and documents for the Account Executive and assist in tracking data, changes, and client-specific information.
• Actively engage in learning and study industry trends.
• Maintain carrier updates and bulletins in a shared document environment.
• Assist in coordinating and scheduling meetings with carriers as instructed by the Account Executive.
• Perform other duties as assigned.

Requirements

• Desire to learn and grow within the company.
• Willingness to obtain appropriate Life and Health license within 6 months of hire, with support from the company.
• Strong organizational and written/verbal communication skills.
• Demonstrated customer service focus.
• Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software.

Benefits

• 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 5 affordable medical plan options and company paid HSA contribution
• 2 dental plan options offering orthodontia coverage and 3 cleanings per year
• 2 vision plan options
• Company match 401(k) plan - 50% up to 6%
• Discounts at over 11,000 gyms and fitness centers
• 24/7 access to licensed therapists for mental health support
• Pet benefits and discounts
• Access to Employee-led Resource Groups (ERGs)