• Account Manager - Assurance Financial Services

    Job Locations US-IL-Schaumburg
    ID 2019-1213
    Account Management
    Regular Full-Time
  • Overview

    The Account Manager ensures each project and client service deliverable is executed flawlessly.  He or she has the knowledge, drive and ability to manage a book of business and consult with Assurance Financial Services’ (AFS) clients to effectively manage their employer-sponsored retirement program(s). The Account Manager is integral in retaining clients by working with the full-service team to plan and execute a customized client service plan. Additionally, they’ll build effective working relationships with each client and prospect.  He or she has an understanding of the marketplace and takes initiative to remain current on industry and market issues. The Account Manager mentors his/her service team and establishes strong effective working relationships within the company and helps to create efficiencies and improvements in the team and the organization. 



    • Ensures that all proposals include service strategies, commitment reports and other specific exhibits as per Assurance best practices
    • Works with Retirement Plan Consultant(s), service team, and other internal departments to successfully execute AFS’s service strategy
    • Works with internal departments to ensure cohesiveness and that the client’s needs are handled quickly and effectively
    • Leverages employer-sponsored retirement plan knowledge and communication skills to explain plan design, platform/program options, ERISA regulations and other issues to clients as needed
    • Manages time effectively to ensure workload is prioritized, client needs are addressed and Assurance’s expectations on client service and business process are met



    • Maintains accurate and complete client data in applicable agency management systems as well as any AFS external management systems
    • Achieves data integrity consistently and meets activity timeliness, quality metrics and goals
    • Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and provider conversations, taking appropriate action, and following up as requested
    • Utilizes internal resources for identified processes to ensure efficiency and consistency in execution


    Relationship managment AND Provider partnership

    • Works with service team to effectively manage and oversee new business and client/plan review process following AFS best practices and guidelines
    • Proactively evaluates plan design and remains current on industry trends and legislation
    • Follows up with platform provider relationship managers on renegotiated fee structures and plan design amendments
    • Builds positive working relationships with platform providers relationship managers, attends meetings and events as appropriate and proactively learns about their platforms and service offerings
    • Maintains positive working relationships with clients, attends client as well as prospective client meetings and events as appropriate



    • Participates in ongoing scheduled meetings with service team to discuss accounts, plan transitions, day to day service needs, service platform, etc.
    • Trains, guides and mentors peers as needed
    • Communicates effectively with team and provides timely and complete information to allow them to efficiently manage their processes and workload
    • Creates successful and effective working relationships with Retirement Plan Consultants, other service team members, managers, platform providers, relationship managers and employees in other agency departments
    • Participates in seminars, classes and webinars for skill and knowledge development



    • Producers License (in state of residence) for Life/Health
    • 2+ years Account Manager experience servicing/supporting employer-sponsored retirement plans



    • BS/BA in Business, Insurance or related field
    • Intermediate or advanced skill level with Microsoft Word, Excel, Outlook, and PowerPoint
    • Embodies Assurance’s 11 Best & Brightest Characteristics
    • Series 6 and 66 (or Series 63 & 65) & good standing with FINRA
    • Industry specific professional designations (e.g. CRPS, AIF, CPFA)



    Assurance - In a Nutshell


    Assurance is the premier, national insurance brokerage for clients and industry professionals. In stark contrast to its peers, privately-owned Assurance takes an alternative approach to growth by investing an industry-leading percentage of its revenues back into the services clients need to improve their business.


    Assurance attracts and retains great insurance talent by rewarding expertise,investing in career development, and recognizing contributions. Its employees enjoy an award-winning culture that fosters a highly productive working environment where top professionals deliver outstanding client results. Assurance is now the 35th largest insurance broker of U.S. business.

    Founded: 1961

    Status: Fiercely independent insurance brokerage

    Locations: Headquartered in Schaumburg, IL with office locations in Chicago and the Mid-Atlantic

    Employees: 500+

    Clients: 6,000+ 

    Services: Business Insurance, Employee Benefits, Financial Services, Private Insurance, Surety

    Awards: Assurance is continually named a "Best Place to Work" by leading publications and organizations such as Fortune magazine, the National Association for Business Resources, The Chicago TribuneCrain's Chicago Business and Business Insurance magazine (check out all of our accolades).

    Culture: Our employees enjoy an environment that fosters success and creativity and provides countless opportunities for growth. We make sure our employees are happy and motivated by offering enviable benefits, rewards programs, celebrations, perks and a few surprises around every corner. Together, it all adds up to a company that develops and retains passionate individuals who deliver superior performance and measurable results to our clients.


    Fun Fact: 31% of Assurance experts agree the best Saturday Night Live skit of all time is "More Cowbell".


    Assurance has won over a hundred workplace awards largely due to our intentional and caring approach that begins with meeting our people where they are, celebrating their differences and creating an inclusive environment.


    Assurance is a proud equal opportunity employer. We celebrate diversity and we are committed to equal employment opportunities regardless of age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity, gender expression, national origin, marital status or civil partnership/union status, veteran status, citizenship, pregnancy, genetic information, physical or mental disability, or any other status or characteristic protected by federal, state or local law.


    Harassment or discrimination based upon any of the above is inconsistent with our values and will not be tolerated; this includes harassment or discrimination for being associated with or knowing someone that identifies with any of the above.

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