Account Coordinator - EB

AssuredPartners
Ventura CA
30+ days ago
AssuredPartners
AssuredPartners
assuredpartners.com

Job Description

Overview:
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.

Summary:
The Account Coordinator will provide sales support at the direction of the Account Executives and Producers and is responsible for securing quotes, compiling the necessary data and creating the marketing presentations.
Responsibilities:
Essential Duties and Responsibilities:

  • Responsible for marketing activities, including but limited to establishing timelines for end-to-end RFP process; Obtaining necessary information to prepare the request for proposal; distributing RFP to identified markets via BenefitPoint; Contacting the carrier to insure receipt of request for proposal and reports to the assigned Account Executive any issues that are identified; Insuring that the RFP deadlines are met by the carriers/service vendors; Determining that all information requested from the carriers /vendors has been received and is accurate according to quote requests; Creating spreadsheet with plan details and rate exhibits and reviewing for accuracy; Scheduling and meeting with Account Executives and Producers to present final RFP within established timeline.
  • Responsible for maintaining strong relationship with carriers and external business partners, including but not limited to having a clear understanding of carrier’s product offerings and processes to maintain efficient workflow and maintaining general product knowledge.
  • Follows agency policies and procedures including but not limited to entering plan information via Agency management system, HIPAA compliance, and filing and file maintenance.
  • Participates in special projects/teams, proactively identifies area to assist team members, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.
Qualifications:
Minimum Qualifications, Education and/or Experience:
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
  • High school degree or equivalent. College degree preferred.
Certificates, Licenses, Registrations:
All applicable insurance licenses.

Source

https://www.indeed.com/jobs

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