Account Manager - Benefits

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Acrisure’ s Great Lakes Region began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Region to where it is today, with a culture built on organic partnership.

About The Role

The account manager is responsible for managing and retaining clients within their assigned book of business, ensuring a best-in-class client experience for industry leading retention and growth. Strives to support a faster, better, easier client and team experience by adhering to agency guidelines, workflows, and best practices. 

Responsibilities: 

• Serves as the primary group level contact for day-to-day requests, account oversight and escalation for critical client service issues, responding timely and accurately to ensure client satisfaction. 

• Responsible for coordinating compilation of presentation materials for pre-renewal and renewal meetings.

• Execute instructions provided by the account executive/broker to support all marketing, renewal, and open enrollment related activities to support the client’s renewal decision.

• Serves as knowledgeable resource for clients in areas of eligibility, claims, COBRA, carrier underwriting guidelines and employee benefits compliance. 

• Ensures all compliance documents and contracts are completed on time and kept updated per regulatory requirements. 

• Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes. 

• Maintains excellent client, carrier, and vendor relationships. 

• Acquire and maintain high level experience in Applied Epic, Microsoft Office, Employee Navigator, Suvaun and other agency supported technology tools. 

• Pursues professional development and continuing education by keeping current with technology tools, regulatory changes, product and service enhancements, and other industry trends. 

• Other duties as assigned. 

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements: 

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. 

• High degree of critical thinking; ability to problem solve when the answer is not readily apparent. 

• Demonstrated attention to detail, producing outcomes with minimal errors. 

• Understanding of insurance concepts and applicable law as it related to employee benefits. 

• Ability to adapt well to change in direction and priority in a fast-paced environment. 

• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office 

• Works well with minimal supervision; able to function independently and as part of a team. 

Education/Experience:

• Bachelor’s degree or higher is preferred, or equitable experience. 

• Three+ years’ experience servicing employee benefit clients in the small and large group segment 

• Minimum one year experience presenting information in a group setting. 

• L&H license required. 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.

• High finger dexterity while typing documents and forms.

• Occasionally lift up to 20 lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.

• The noise level in the work environment is usually moderate.

Benefits & Perks:

• Competitive Compensation

• Industry-Leading Healthcare

• Savings and Investments

• Charitable Giving Programs   

• Offering hybrid work option  

• Opportunities for Growth

• Educational Resources

• Generous time away

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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.