Employee Benefits Sr. Account Executive

Responsibilities

• Managing a portfolio of multiple group health plans, ensuring their employee benefit needs are met with precision and professionalism.
• Ensuring Plan Sponsor compliance with industry regulations.
• Develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios.
• Responsible for maintaining and servicing an assigned book of business.
• Prepare and market new and renewal submissions in conjunction with sales and service team.
• Work with insurance carriers to secure quotes and verify required specifications.
• Review and process various documents including policies, endorsements and invoices.
• Document all activities in agency management system.
• Prepare clear and concise proposals to effectively communicate marketing results with clients.
• Complete and audit all internal documents, ensuring accuracy.
• Cook up and coordinate resources, negotiate contracts and agreements, and monitor account performance.
• Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.
• Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.

Requirements

• Active Health & Life License Required.
• 3 or more years managing self-insured group health plans.
• Experience with Applied Epic or similar agency management software.
• 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.
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning Skills: 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.
• Able to apply principles of insurance to various situations, demonstrating how a range of situations may be affected by the principles of insurance.
• Employee Navigator Experience a plus.

Qualifications

• Associate degree required.
• 5+ years as an EB Account Executive or similar experience.

Skills

• Active Health & Life License.
• Self-insured group health plans management experience.
• Applied Epic or similar agency management software proficiency.
• Organizational and prioritization skills.
• Microsoft Office Suite proficiency.
• Effective communication and interpersonal skills.
• Basic mathematical and reasoning skills.
• Insurance principles application.
• Employee Navigator experience (optional).

Benefits

• Comprehensive medical, dental, and vision insurance.
• Life and disability insurance.
• Fertility benefits.
• Wellness resources.
• Paid sick time.
• Employee Assistance Program (EAP).
• Calm app subscription.
• 401(k) plan with immediate vesting.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• Commuter benefits.
• Employee discount programs.
• Paid maternity and paternity leave (including for adoptive parents).
• Legal plan options.
• Pet insurance coverage.

Pay

The base compensation range for this position is $130 - $175. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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.

About the Role

Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.