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Employee Benefits Account Coordinator

Company: AssuredPartners Inc.
Location: White Plains
Posted on: March 9, 2023

Job Description:

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.
The Ideal Candidate

  • You are detail oriented and organized-you thrive on managing multiple projects.
  • You have a strong sense of team work, and you are highly dependable
  • You are communicative and able to be effective via written and oral communication

    -Potential for a hybrid schedule! - If this sounds like you, we invite you to keep reading and apply! -
    Please note that the duties below can vary based on the workflow of your local office.

    • Obtain necessary information to prepare for RFP; Distribute RFP to identified markets (via BenefitPoint or Outlook) and ensure RFP deadlines are met by carriers.
    • Have a clear understanding of carrier's product offerings and processes; Follow-up with carrier to insure receipt and report issues to AE.
    • Confirm receipt of all necessary information from carrier is complete and accurate.
    • Spreadsheet rates and plan details and check for accuracy.
    • Meet with AE and producer to present final RFP within established timeline.
    • Follow AP procedures of entering information into agency management system.
    • Maintain relationship with carriers and initiate/coordinate meeting with carriers.
    • Other duties as assigned.


      • Undergraduate degree from college
      • Strong organization and communication skills
      • Experienced in Microsoft Office products.
      • Tech savvy; ability to learn multiple systems.
      • 1-3 years customer service and/or insurance experience
      • Must obtain a life and health license within the first year of employment

        Westchester County, NY - Compensation and Benefits:

        • Base Salary: $50,000 - $65,000 (commensurate upon experience)
        • AssuredPartners offers a competitive benefits package including medical, dental, vision, voluntary benefits, 401(k) with a company match, paid time off and holidays.

          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! -

Keywords: AssuredPartners Inc., White Plains , Employee Benefits Account Coordinator, Other , White Plains, New York

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