Team Leader, Employee Benefits

Overview

The Team Leader provides a high level of support to team members, including Account Representatives, Account Executives and Sales Executives.  The Team Leader maintains an assigned book of business as required. S/he also serves as representative of team to Management and requires a significant degree of independent judgment and discretion.  

 

The Ideal Candidate 

• You possess a solid sense of professionalism and have a customer service disposition 
• You are able to span managing people to get projects done, while also being a team player and not being afraid to “do the work” 
• Highly analytical in nature, you are comfortable analyzing reports & data to make real world conclusions 

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

What You'll Do

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. 
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training employees; planning, assigning and directing work; addressing complaints and resolving problems, in a back up capacity.  
• Other duties as assigned. 
• Travel is expected to be 30% in this role. 

What's in it For You?

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  

What You'll Need

• Five or more years industry experience.  Advanced understanding of underwriting and insurance coverages.  
• Ability to manage and lead a team 
• Current insurance licenses 
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages 
• Full knowledge of insurance markets 
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization 

Grow, with us

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!