Multi-Life Account Manager

About the role

This position provides an opportunity to build a career within an exciting market of the insurance industry. This candidate will be integral to the overall management of opportunities from the closed/sold status through policy administration of multi-life, Guaranteed Standard Issue (GSI) programs.

Responsibilities

• Learn and become an expert in GSI enrollment processes
• Understand and leverage enrollment capabilities, services and tools
• Proactively manage communication with the goal of improving enrollment and re-enrollment effectiveness
• Manage plans based on issued offers
• Develop and communicate enrollment strategy with both internal/external partners
• Develop enrollment project plans
• Develop employee communication and education tools and materials
• Review eligibility files for quality and accuracy
• Collapse coordination billing
• Process plan terminations and porting of policies
• Process ad hoc newly eligible enrollments
• Monitor and manage the progress of assigned programs, ensuring timely processing and resolution
• Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication
• Oversee the delivery of policies to clients, ensuring accuracy and completeness

Requirements

• Bachelor’s degree or equivalent business experience required
• Strong growth and business development orientation
• Proficient in Microsoft Office – Word, PowerPoint, Excel
• Strong technical aptitude – ability to utilize and leverage technology and systems
• Strong organization skills/ability to manage multiple demands and priorities
• Excellent problem solving and critical thinking skills
• Projects confidence and enthusiasm about the company
• Outgoing, excellent communication skills – both written and verbal
• Ability to work/partner with a close team
• Strong relationship management skills
• Results oriented

Qualifications

• Bachelor’s degree or equivalent work experience
• 5+ years of related industry experience
• Life & Health license preferred

Skills

Learn and become an expert in Agency Management Systems

Benefits

Base compensation range for this position is $85,000 - $95,000. 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.

Employee Benefits include:

• 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 candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

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