The Account Executive provides advanced client support, including comprehensive account management for a book of business, from proposal through evaluation of risk and industry changes. The position requires a significant degree of independent judgment and discretion and is responsible for developing others through formal and informal leadership and mentoring. In accordance with the seniority of the role, the Account Executive possess advanced product, carrier, and underwriting knowledge and remains informed of industry changes in these areas.

The Ideal Candidate

• You are skilled and enjoy managing high responsibility and working autonomously in partnership with your clients.
• You have advanced industry knowledge and are skilled in leveraging it to create advantages for your clients.
• You’re adept at analyzing complex data to design and deliver solutions
• 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!

POSITION RESPONSIBILITIES: Position will require field service of approximately 80 clients located in primarily western WI with additional accounts to be potentially located in MN, IN, NE, MI, & PA. The Account Representative will be the primary contact for these clients. Responsibilities include but are not limited to:

• Meet with clients & perform Best Practice & Service reviews based on established goals and/or as required
  • Position will potentially require 40-50% travel or as needed
• Assist with employer/employee questions & concerns
• Identify problem areas or potential problems & help develop solutions
• Attend required conferences/conventions
• Needs analysis
• Policy analysis
• Identify potential cross-selling opportunities & help provide proper product placement
• Work & collaborate with Midwest Region team, NIS Inside Service Team, MidAmerica, & other partners
• Employer/employee/retiree education
• Plan implementation
• Contract accuracy
• Compliance review
• Serve as liaison between clients, NIS, & our partner carriers (i.e., MidAmerica)
• Support department & company initiatives
•  Other duties as assigned 
• Travel as required

• 6+ years of related experience and/or training preferred, or demonstrated skills listed below.
• Current Life and Health license required; professional designations preferred
• Experience as primary contact providing comprehensive client support to a group of accounts.
• Advanced knowledge of available commercial lines coverages based on business and industry; knowledgeable about vertical industry trends and client retention strategies.
• Skilled at facilitating meetings and delivering presentations to groups
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills
• Advanced client support and client advocacy skills
• Demonstrated leadership through mentoring and guidance of more junior employees
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software;
• Skilled in use of agency management software; able to quickly learn new systems                                                                                                  
  

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  

AssuredPartners 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 even 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.

AssuredPartners 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. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!