Account Manager - Employee Benefits

Acrisure Mckinney , TX 75071

Posted 1 week ago

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.

Job Summary:

The Account Manager (AM) is primarily responsible for retaining and growing an assigned book of business within the small market (<50 employees) through exceptional service, meaningful client engagement and providing proactive solutions. In addition, the AM will accurately update employer benefit plan transactions, daily service transactions, rating and related activities in an Agency Management System in a timely manner.

Responsibilities:

  • Pro-actively manage an assigned book of business

  • Provide accurate, timely and professional service to assigned customers

  • Retain assigned customers and grow relationships where appropriate by providing solutions and leveraging internal and external data to support and educate the customer

  • Complete necessary workflows and activities in Agency Management System (AMS) and other applicable software

  • Responsible for maintaining accurate data for assigned customers activity in the Agency Management System

  • Prepare employee communications for renewals and enrollment period

Be a student of the business by growing group insurance knowledge through company provided online learning tools as well as industry content and publications

  • Develop and maintain carrier relationships and share knowledge with peers and leadership

Requirements:

  • Proficient small group employee benefit knowledge

  • Effective communication skills as well as strong organizational skills and demonstrated attention to details

  • Able to work independently and within a team environment

  • Embraces customer success and demonstrates a "can do attitude"

  • Proficient in MS Office applications and experience with AMS or related software

  • Can manage multi customer related activities simultaneously

Education/Experience:

  • College/University degree preferred

  • Minimum 2-year group benefits experience

  • Demonstrated success managing assigned customer block

  • Life and Health Insurance License

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.


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