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

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Develop coverage strategies and plans, as necessary.
• Insurance marketing and sales.
• Claims support.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download, and interface technology.
• Aid other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keep Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in these provisions.
• Complete other functions and assignments assigned, including backup duties.

Requirements

• Active Health & Life License Required.
• Strong organizational skills - the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication skills as well as strong interpersonal skills.
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
• Applied Systems / EPIC experience is a plus.
• Employee Navigator experience a plus.

Education And Experience

• High School diploma required.
• Minimum of 2 years of experience in employee benefits.
• CPCU or special training course completion is a plus.