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AssuredPartners Employee Benefits Account Coordinator in Lake Mary, Florida

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

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

  • 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 APMW procedures of entering information into agency management system.

  • Maintain relationship with carriers and initiate/coordinate meeting with carriers.

  • Other duties as assigned.

  • Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience

  • Strong organization and communication skills

  • Tech savvy; ability to learn multiple systems. Intermediate skills in Microsoft Office products

  • Intermediate skills in Microsoft Office products

  • Must obtain a life and health license within 6 months

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!

ID: 2022-11798

External Company URL:

Street: 300 Colonial Center Parkway