Senior Benefits Account Manager

Assured Partners of Colorado is seeking a Life and Health licensed Senior Benefits Account Manager to lead large, self and fully insured clients!

The Senior Account Manager is responsible for providing comprehensive account support to clients, with limited direction from a more senior team member. The Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members. Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.

The Ideal Candidate

• You enjoy working autonomously with some guidance from more senior experts
• You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support
• You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow

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

• Client Support
  • May be first point of contact on accounts; deliver service to book of business.
  • Provides renewal and proposal presentations for delivery to clients including regulatory information for compliance and enrollment guidelines.
  • Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
• Account Management
  • Reviews and supports in enrollment, benchmarking, financial and utilization data based on financial review standards.
  • Identifies opportunities for adding other lines of coverage or services.
  • Processes or oversees process of change request, certificates of insurance, account summaries, proposals, policies, and account balance status as needed.
• Insurance Expertise
  • Maintains relationships with internal and external business partners and carriers.
  • May be responsible for analyzing market trends and advising clients on changes to policies.
  • May be responsible for assisting Producers with marketing campaigns
  • Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
• Leadership
  • Provides mentoring and guidance to junior team members, such as Account Coordinators.
• Other duties as assigned.
• Travel is expected to be 30% in this role.

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:

• Colorado Residents Base Salary: $90,000 - $100,000 (commensurate upon experience)
• 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 Assured Partners

• 4-8 years of related experience and/or training preferred; experience as responsible person for all levels of account service to a particular client or set of clients
• Life and Health License, required
• Working knowledge of available employee benefits coverages based on business and industry
• Demonstrated problem solving and solution-design skills; strong written and verbal communication skills
• Proficient at rapid prioritization and time management
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
• Proficient in use of agency management software; able to quickly learn new systems

Assured Partners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We’re proud to be the fastest-growing independent insurance broker in America, but we’re prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

Assured Partners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Assured Partners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!