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Account Executive - Small Group Employee Benefits

Company: AssuredPartners of Texas
Location: Carrollton
Posted on: May 3, 2021

Job Description:

Leading Insurance Company, Assured Partners, is seeking a Small Group Employee Benefits Account Executive! 

  • Compensation: Competitive with full benefits
  • Office Location: In-office role at 500 N Central Expressway, Suite 550, Plano, TX 75074
  • Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time with flexible options available)


Small Group Employee Benefits Account Executive Role:

We are searching for a friendly, attentive Small Group Employee Benefits Account Executive to join our growing team. As a part of our collective team interfacing directly with our clients and prospects, you will be responsible for consistently delivering our client experience. The very best APTX team members are teachers at heart. They are clear, compassionate communicators who enjoy connecting with people through information and education.

Small Group Employee Benefits Account Executive Qualifications:

  • Bachelor’s Degree (or equivalent in education and experience)
  • Life & Health Insurance license required
  • 3+ years' experience in Employee Benefits, such as medical, dental, vision, life and disability coverage
  • 2+ years' experience working at an Employee Benefits Account Executive level capacity
  • Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills/data entry accuracy
  • Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company


 Small Group Employee Benefits Account Executive Responsibilities:

  • Work with small group client accounts with 10 – 50 employees
  • Learn and uphold our processes
  • Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed
  • Provide top-notch client service to clients via in-person meetings/phone/internet
  • Ensure accurate, successful implementation of employee benefits
  • Conduct employee enrollment meetings
  • Educate clients on federal and state regulations that may impact their business
  • Manage a large number of time sensitive client issues at any given time
  • Complete implementation paperwork accurately and in a timely manner
  • Resolve client issues in a timely manner and collaborate with the team to ensure benefit programs run smoothly
  • Connect with prospective and existing clients to address a broad range of benefit issues
  • Assist Producers with new business relationships
  • Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet, and face-to-face meetings) for various client and potential client audiences with diverse backgrounds to secure new and maintain existing client relationships
  • Present mid-plan year review (6-month check-in) to current clients and benefit options to both new and renewing clients
  • Research complex legal, tax, and coverage issues (ERISA, HIPAA, COBRA, Section 125 regulations, etc.), think outside the box to solve problems, and follow up promptly with actionable solutions
  • Learn and develop benefit knowledge through carrier meetings, research, and training classes on an ongoing basis
  • Respond to client inquiries on billing, eligibility and benefit issues
  • Keep a detailed record of correspondence through our client relationship system with prospective and existing clients, vendors, and referral partners



AssuredPartners of Texas offers excellent benefits, including:

  • 401K
  • Dental Insurance
  • Medical Insurance
  • HSA and FSA options
  • Vision Insurance
  • Employer-paid life insurance
  • Voluntary life insurance
  • Employer-paid short-term and long-term disability insurance
  • Paid time-off
  • Paid holidays
  • Flexible schedules
  • Teleworking
  • Travel reimbursement
  • Voluntary benefits (such as critical illness and accident insurance)
  • Bonus structure for non-sales positions

About AssuredPartners of Texas

AssuredPartners of Texas is a fast-growing, full-service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in north TX. Website:

AssuredPartners of Texas is a Texas-based insurance broker, outsourcing service provider, and consulting firm that leverages its innovative processes and unique team member abilities to educate businesses, employers, individuals, and families on insurance, so they are empowered to take personal responsibility for protecting the important things in their lives. 

We care about people. We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers.  This includes the usual stuff anyone would expect, like a competitive salary, bonus opportunities, and an attractive benefits offering.  Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve. To get an inside look at our team and culture, please visit us on Facebook at


Keywords: AssuredPartners of Texas, Carrollton , Account Executive - Small Group Employee Benefits, Other , Carrollton, Texas

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