Employee Benefits Account Manager (Southeast Platform)

Job Title: Employee Benefits Account Manager

Agency/Platform: Southeast Platform

Location: Coconut Creek, FL

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:

Founded in 1992, CGI Benefits, within Acrisure's Southeast Platform, responds and functions as an extension of their clients' benefits department. They pride themselves on their established relationships with both local and national carriers to continue to provide the best pricing and best value to their clients. CGI Benefits has a current need for a full-time Account Manager.

Essential Duties and Responsibilities:

• Receive inbound calls and direct them to the appropriate party

• Give information and help to solve customer problems

• Assist with eligibility, enrollment, implementation, renewal, and annual review processes

• Process and ensure accuracy of client forms and applications for submission

• Verify coverage for providers

• Communicate and develop business relationships with clients

• Scan & email documents

• Maintain professional attitude, stability, and tolerance in multi-task, time critical environment

• ID card requests

• CRM data entry

• Daily office tasks such as Outlook Inbox management, etc.

• Math calculation for payroll deduction, safe harbor and other repetitive tasks for clients

• Online carrier submissions in varying formats

• Special projects and other duties as assigned

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

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience:

• High school diploma or the recognized equivalent, required

• Proficient knowledge of Microsoft Outlook, Teams, required

• Strong Microsoft Excel skills, required

• Bilingual, preferred

• At least 2 years of prior clerical/customer service experience, required

• Interest in insurance industry and receiving insurance license, required

Other Qualifications:

• Effective time management skills

• Ability to multi-task

• Strong communication skills

• Strong organization skills

• Strong attention to deadlines

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office

• Workstations are cubicles with moderately high sides

• The noise level in the work environment is usually moderate

• This position offers Flexible Fridays (Half-days, work from home)

Benefits:

• Health insurance

• Paid time off

• Dental insurance

• 401(k)

• Vision insurance

• Life insurance

• 401(k) matching

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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.