Employee Benefits Account Manager

Job Summary

Responsibilities

Requirements

Qualifications

Skills

Benefits

Pay

Schedule

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. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.

• 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.
• Affords assistance to 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 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 and 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.

Qualifications

• 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.

Skills

• Subject matter expertise in client services and coordination.
• Accurate insurance processing and customer experience delivery.
• Knowledge and expertise in client services, insurance processing and customer experience.
• Ability to work toward professional designation.
• 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.

Benefits

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including:

• 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.

Pay

Details about pay are not provided in the job posting.

Schedule

Details about the schedule are not provided in the job posting.