Employee Benefits Account Manager

Job Summary

Acrisure is seeking an Account Manager to join our growing team. The 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.

Responsibilities

• Manages the overall team operations, client coordination, and customer service delivery.
• 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.
• Fulfills the day-to-day customer contact role, focusing on troubleshooting issues and helping clients make informed decisions.
• Manages the new business and renewal process, as well as oversees day-to-day client changes.
• Ensures pre-renewal information is sent out within service standards and follows up with clients for timely response on pre-renewal information and insurance markets.
• Manages renewal marketing plans (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 proposals/deliverables for Producers and Service Teams to utilize at client renewal meetings.
• 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

• Current Insurance License in Health & Life for the state in which your agency office is located.
• Ability to work toward professional designation.
• Must be comfortable in an electronic environment with strong computer skills.
• Strong working knowledge of Word, PowerPoint, and Excel.
• 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 and Experience

• High school diploma (college preferred).
• Bachelor’s Degree in a Business or related field OR equivalent relevant experience.
• A minimum of 5 years' experience within the insurance industry or business-related experience.

Why Join Us

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Final Thoughts

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.