Employee Benefits Account Manager (South)

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure's massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Acrisure is currently looking for a full-time Account Manager for their Benefits Team. The Account Manager supports their external customers by providing quality service implementation and delivery; they provide internal customer service through effective team communication, development, and management. The success of this role is measured by external customer satisfaction, effective quality service delivery and overall account retention.

PRIMARY RESPONSIBILITIES:

• Actively supports the client management team to ensure all key interactions between client and team are constructive and strategic.

• Assisting Client Management, Client Support and Technology Team members with resolution of elevated client issues.

• Ensure the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations.

• Manage the client insurance renewal process, and new client onboarding.

• Presenting Plan Cost Analysis and Financial reporting to client

• Oversight of all client compliance best practices and annual review of Summary Plan Documents

• Ensure business partnerships are maintained with all key carriers and third-party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients

GENERAL EXPECTATIONS & REQUIREMENTS

• 3+ years of client/account management experience from an Employee Benefits Agency/Brokerage with the small to mid market segment (2-100 employees)

• Additional large market (100+) experience is a plus

• Proven professional history of success at managing client relationships

• Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards

• State Life and Health Producers license is required; industry professional designation a plus

• Proficient in MS Office Suite, especially Excel and PowerPoint (testing may be required)

• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning

Other Qualifications:

• Ability to communicate with all levels of an organization, verbally and in writing required

• Excellent attention to detail is required

We offer a strong benefits package, growth, and generous time off!

#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.