Employee Benefits Account Associate (Midwest Platform)

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 has 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 Associate (AA) primary duties include the day-to-day processing of new business, renewal business, and policy changes. The AAs are also held accountable for delivering excellent customer service through efficient workflow processes and collaboration with the team. This role requires a working knowledge in workflows, service delivery, workload management, and Acrisure's core deliverables.

Responsibilities:

• Serves as primary processor of client-related documents and services.

• Utilizes standard processes to increase effectiveness and improve overall service delivery.

• Administers defined processes, analyze data, and suggests improvements.

• Provides professional, timely, and accurate output to customers and internal team members.

• Partners with the team to manage the workload and deliver exceptional customer service.

• Improves client satisfaction by meeting and exceeding customer service standards.

• Receives and responds to client calls and email requests per Customer Service Standards.

• Works side-by-side with the team and fosters on-going, open communication, and manages the workload.

• Facilitates a team environment that promotes collaboration and trusted partnerships.

• Utilizes social media to facilitate open communication and idea sharing both internally and externally.

• Stays on top of priorities and reprioritizes as needed, while maintaining accuracy of output.

• Uses the Operating Systems (O.S.) as defined and enters needed information accurately and timely.

Senior Level Requirements:

• Must be performing the Account Associate duties consistently at a high level in addition to taking on duties outside of the core Account Associate defined role through the performance of several Account Management duties on a consistent basis.

• Demonstrated knowledge and proven efficiency of workflows, insurance processing and Acrisure's core deliverables.

• Actively participates in project teams, effectively going outside the role.

• Demonstrated ability and continuously fulfills the lead role in training and mentoring of other Account Associates for the department.

OR

• Effectively fulfills Account Manager responsibilities on select clients:

• Work with underwriters to review quotes, negotiate premiums and resolve service issues.

• Manage the renewal timeline and process.

• Actively participates in industry related association(s).

• High school diploma or GED (college preferred).

• A minimum of 3 years' experience as an Account Associate within the insurance industry or business-related experience.

• Proficient in Account Associate core functions and consistently meets service standards.

• Consistently performing several defined Account Management duties regularly.

• Completion of industry recognized professional designation required (e.g. CISR, CIC, STAR, CEBS, etc.).

Requirements:

• Current Insurance License in Property & Casualty and/or Health & Life for the state in which your agency office is located, OR the ability to obtain this within six months of hire.

• Proficient in Microsoft Office Products

• Must be comfortable in an electronic environment with strong computer skills.

• Excellent people skills and ability to work well in a team environment.

• Excellent verbal and written communication skills.

• Strong organizational skills and attention to detail

Education/Experience:

• High school diploma or GED (college preferred)

• A minimum of 2 years' experience within the insurance industry or business-related setting

• Current Property and Casualty License OR Life and Health License

Physical Requirements:

• Long periods in a seated position

• Screen Exposure

• Large amounts of typing

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• Generous time away

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children's health with Helen Devos Children's Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com or learn more here.

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.