Account Manager - Employee Benefits

As an Account Manager – Employee Benefits at Acrisure, your primary responsibilities include managing client relationships, providing strategic consultation on insurance plans, overseeing renewal negotiations, and leveraging innovative technology to enhance service delivery. You’ll ensure client satisfaction and retention while actively identifying cross-sell opportunities to support their business needs.

To qualify for the Account Manager – Employee Benefits position at Acrisure, candidates should possess a Bachelor's degree in business administration or a related field, hold applicable Health and Life Insurance state licenses, and have a minimum of two years of experience in account management or a similar role. Strong client management skills and proficiency with account management software like Applied EPIC are also essential.

Acrisure is committed to the professional growth of its employees by offering competitive compensation, educational resources, and opportunities for advancement. The firm encourages Account Managers – Employee Benefits to stay updated with industry trends and best practices, further enhancing their skills and career prospects within a dynamic work environment.

A successful Account Manager – Employee Benefits at Acrisure is someone who excels in relationship-building, possesses excellent communication skills, and demonstrates a client-focused approach. They effectively consult with clients, manage multiple tasks across various systems, and continually look for innovative solutions to meet client needs and enhance service delivery.

Working as an Account Manager – Employee Benefits at Acrisure offers numerous benefits, including competitive compensation, industry-leading healthcare, savings and investment options, and a hybrid work environment. Acrisure also promotes charitable giving, provides generous time off, and supports continuous professional development, making it an excellent place to grow your career.

When prioritizing client needs, I focus on understanding their unique challenges and objectives. I regularly assess the urgency and importance of each client’s requests, ensuring that I allocate my time effectively to provide the best possible service, while also being proactive in addressing potential concerns before they arise.

In dealing with a challenging client relationship, I first took the time to listen to their concerns without interruption. I then outlined a clear plan of action to address their specific issues. By consistently following up and making adjustments based on their feedback, I was able to rebuild trust and ultimately enhance our working relationship.

During renewal negotiations, I utilize data-driven insights to advocate for the best terms possible. I analyze previous plans and market comparisons to provide evidence-based recommendations, while remaining open to client concerns. Collaboration and transparency throughout the negotiation process foster stronger relationships and satisfactory outcomes.

To stay informed about industry trends in employee benefits, I regularly read relevant publications, attend webinars, and engage in professional networking. I also participate in industry-related forums and discussions, allowing me to gain insights from peers and industry leaders, which I can use to support my clients.

I once implemented a tailored engagement strategy for a client that involved regular check-ins and personalized service offerings. By addressing their unique needs and providing them with valuable resources, I was able to significantly boost their satisfaction, resulting in a 20% increase in client retention over the next year.

I measure the success of client relationships by tracking key metrics such as client satisfaction scores, retention rates, and engagement levels. Regular feedback sessions with clients also help gauge their overall experience, enabling me to identify areas for improvement and maintain robust, positive relationships.

Technology plays a vital role in my account management approach, as it allows for efficient tracking of client interactions and data analysis. I leverage account management software to deliver timely updates, analyze client portfolios, and identify potential growth opportunities, ultimately enhancing the service I provide.

If a client expresses dissatisfaction, my first step is to listen attentively to their concerns without becoming defensive. I’d then ask clarifying questions to fully understand the root cause and work collaboratively to develop a resolution plan that addresses their issues while ensuring open communication throughout the process.

An effective Account Manager is someone who excels in communication, has strong problem-solving abilities, and prioritizes the client’s needs foremost. They must also have a thorough understanding of their industry, be proactive in suggesting improvements, and continuously seek ways to enhance client relationships and satisfaction.

To promote additional services, I would first ensure that I thoroughly understand the client’s business objectives and challenges. I would then highlight relevant services tailored to their needs, using case studies and data to demonstrate the potential value and benefits. Active listening during this process helps me tailor my pitch to resonate with the client.