Client Executive - Employee Benefits (South Platform)

Job Title: Client Executive - Employee Benefits

Agency/Platform: South Platform

Location: McKinney, TX

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:

We are excited to add to our team a Benefits Client Executive. This is a position within the Client Services Team. This position supports clients from a service role, while working closely with other Client Service Team members, sales team members and applicable carriers and vendors.

Responsibilities:

• Responsible for maintaining an assigned book of business in conjunction with other team members including a variety of clients

• Develop and deliver strategic planning and consulting services to clients, encompassing the creation of Requests for Proposal (RFPs), orchestration of vendor responses, and thorough analysis and comparison of RFP submissions.

• Generates new business opportunities through cross-selling

• May handle day-to-day administrative activities for clients - primarily to answer questions and issue resolution

• Audits all documents sent to the client for review or signature. This includes, but is not limited to stop loss policy, plan documents, amendments, and administrative service agreements

• Completes and audits all internal documents in an accurate and timely manner. These include but are not limited to, commission sheets, group sheets, coverage pages, etc.

• Assists with the formulation and execution of policies, procedures, and strategic initiatives within the designated area of specialty.

• Researches and understands industry trends, product development government regulations

• Cultivates and sustains reliable working relationships with carriers, and other service providers.

• Oversees issue resolution between the Client and the Vendor Partners

• Conducts employee enrollment meetings as requested by the client

• Mentors and trains junior-level staff

• Performs other responsibilities and duties as needed

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

Education/Experience:

• Bachelor's degree in Business Administration or related field and/or years of experience equivalent

• High School diploma or recognized equivalent is required

• Typically more than 3+ years of Client Services experience is required

• Thorough knowledge of employee benefits insurance and self-funding, required

Preferred Skills:

• Proficient in Ease, Employee Navigator, Selerix, Microsoft Word, Excel, PowerPoint, Outlook, and Adobe and able to use multiple technology devices

• Ability to perform duties in a high-pressure, fast-paced environment

• High degree of critical thinking, organizational, and decision-making skills as well as a high degree of initiative and attention to detail.

• Ability to determine work priorities and remain flexible as needs and priorities change

• Professional telephone skills and etiquette

• Strong verbal and interpersonal communication skills required

• Self-motivated and able to work independently with limited supervision or within a group or team

• Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying, and division

• Ability to apply mathematical operations to required tasks

• Excellent oral and written communication skills, command of the English language, and bilingual Spanish would be preferred

• Maintain a valid, Life and Health License or the ability to obtain within 90 days of employment and meet the continuing education requirements

• Ability to work outside of normal business hours as needed

#LI-EG1 #LI-Hybrid

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.