Account Manager, Employee Benefits Schools

Job ID
# of Openings
Employee Benefits Service


Responsible for client retention, customer servicing, providing support and assists with growing the book of business and managing renewals in the territories of the Account Executives they support.


AP Keenan, an AssuredPartners company, is a successful insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. AP Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability. We have seen continuous growth and success, and are positioned to lead the industry into the 21st century. Together, with AssuredPartners, we continue to grow at a rapid pace, and so do the opportunities for our current and future employees.
SUMMARY: Responsible for client retention, customer servicing, providing support and assists with growing the book of business and managing renewals in the territories of the Account Executives they support.
- Responsible for retention of business in assigned territory.
- Establishes and maintains client relationships by providing regular visits and open communication.
- Uses consultative techniques to manage assigned accounts and suggest new services and products and makes recommendations based on analysis of customers’ existing insurance packages, circumstances and needs.
- Expands existing relationships by recommending additions or changes to current insurance programs in anticipation of the customers’ needs.
- Maintains thorough knowledge of regulatory and legislative changes that affects our customers.
- Gathers, evaluates and negotiates carrier renewals on assigned accounts’ insurance programs.
- Advises and makes product/program recommendations based on the customers’ needs.
- Manages marketing’s for insurance programs of assigned accounts which include collecting all appropriate data, and completing marketing forms while ensuring that the BenefitPoint marketing procedures are followed.
- Develops and delivers customer presentations.
- Provides day-to-day client consulting on a wide range of benefit programs.
- Collaborates with the P&C counterpart in assigned territory to maximize client retention.
- Maintains thorough knowledge of accounts within assigned territory.
- Ensures timely, accurate and efficient service to customers.
- Works with service team to prepare communication materials and complete internal procedures for installation of new cases.
- Interfaces with client/carrier in resolution of billing, premium and eligibility problems.
- Assists in the creation of medical Plan Documents, Summary Plan Descriptions (SPDs) and amendments.
- Coordinates the proofing of master contracts and amendments.
- Prepares and presents material as requested by client for Insurance Committee Meetings, Wellness meetings and JPAs.
- Resolves routine and complex claim problems.
- Coordinates annual open enrollments/health fairs and conduct employee orientation meetings as required.
- Communicates required legislative changes to clients as needed.
- Processes renewals and premium invoices as required.
- Gathers data for employee benefit studies from assigned clients that provide existing and potential clients with a comparison of benefits within their county and industry, as well as determines coverage information on potential clients.
- Prepares and produces scheduled reports in a timely manner.
- Maintains CRM system on assigned accounts.
- Attends required meetings.
- All other duties as assigned.
- Minimum three (3) years of experience in the employee benefits field required.    
- Must be a self-starter who is detail oriented and has excellent verbal, written and presentation skills.
- Life and Disability license required.
- Ability to build relationships with clients and Senior Management.
- Possess negotiating skills and mathematical ability.
- Basic underwriting skills and understanding of funding methodologies.    
- General knowledge of management and decision making of California Public Agencies (i.e. insurance committees, bargaining units, etc.).
SOFTWARE:Proficient in Microsoft Outlook, Excel, PowerPoint and Word. Intermediate to advance knowledge of SalesForce and BenefitBridge software is preferred. Adept at accessing business data from the Internet when required.



Who We Are

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.  You can learn more about our career paths and support for DEI initiatives here:


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! 


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