Employee Benefits Account Manager (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 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 EB Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.

Responsibilities:

• Manages the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.

• Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.

• Assists Producers and Account Executives with Client service commitments.

• Ensures service standards are met, trends are identified, and process improvements are implemented on the team.

• Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.

• Manages the new business and renewal process, as well as oversees day to day client changes.

• Accountable for client service delivery through:

• High and/or increased client retention

• Rounding of accounts

• Referrals

• Uneventful renewals

• Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.

• Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed. Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.

• Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter.

• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.

• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.

Requirements:

• Minimum of two years' work experience in a customer service setting.

• Minimum of one to two years' work experience in the employee benefits, insurance, or human resources industry.

• Ongoing and adequate knowledge of employee benefits regulatory and compliance environment.

• Proficiency in the use of MS Office Suite.

• Strong interpersonal skills, as well as written and oral communication skills are required.

• Ability to handle multiple tasks and projects concurrently with little supervision.

• Demonstrated ability to be organized, detail oriented and accurate is essential.

Benefits and Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• 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.