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About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters including Insurance Reinsurance Cyber Services Mortgage Origination and more.
Acrisure employs over 17000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation client centricity and an indomitable will to win.
Job Summary:
Account Manager Benefits:
This role will require professional experience supporting sales in an administrative capacity. Knows and applies the principles of insurance to everyday situations. This is an individual contributor role; will work with occasional guidance or direct supervision. Performs more routine responsibilities and are primary points of contact for the clients they oversee. Develops coverage strategy and plan. Account Managers have their own accounts but they may work with simpler or less demanding clients than more experienced managers.
Responsibilities:
Exhibits proven competence in all Client Service Management duties and knowledge requirements (see appendix)
Collaborates with Account Executives/Benefits Consultant to service bookof business;
Exhibits competency with the Affordable Care Act (ACA) and other Benefits notices and disclosure requirements;
Receives and responds to client inquiries including benefit and claim questions and issues;
Reviews client coverage contracts and amendments for accuracy
Acts as liaison between client and carrier;
Manages and negotiates third party vendor relationships and contracts on behalf of the client;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Develop employee memorandum drafts and Benefits Booklets for clients to communicate the following: annual renewal changes enrollment procedures miscellaneous benefit changes and/or clarifications
Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs
Gather documents required to prepare annual 5500 filings if applicable and ensure submission in a timely manner. Provide summary annual reports for clients
As directed by Benefits Consultant conduct employee meetings at Open Enrollment and other appropriate times
This description is not meant to be allinclusive and may be modified from time to time at the discretion of management.
Requirements:
Valid insurance license
Excellent verbal and written communication skills
Excellent customer service skills including telephone and listening skills
Great leadership problem solving and time management skills
Good presentation skills and ability to conduct open enrollment meetings
High attention to detail
Ability to prioritize work for multiple projects and deadlines
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite
Education/Experience:
Bachelors degree or equivalent combination of education and experience
5 years related work experience
Must continue to meet Continuing Education requirements for license renewal
Baseline understanding of selfinsurance and alternative funding arrangements basic gap plan knowledge is a plus
High level of Employee Benefits product and benefit administration knowledge
Other Duties:
Maintain open and clear communication channels with clients producers and internal partners.
Communicate due dates timelines and expectations to clients and partners to ensure smooth transitions and implementation of benefits.
Identify problems summarize and develop strategic solutions.
Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.
Administer annual renewals including preparing proposals if appropriate and communicating any contractual changes to the clients and carriers.
As directed by Benefits Consultant conduct employee meetings at Open Enrollment and other appropriate times.
Gather documents required to prepare annual 5500 filings if applicable and ensure submission in a timely manner. Provide summary annual reports for clients.
Inform clients of ERISA COBRA FMLA/CFRA and other leaves and other benefits compliance measures. Review and assist clients to complete the Benefits Disclosure Compliance calendar annually.
Develop employee memorandum drafts and Benefits Booklets for clients to communicate the following: annual renewal changes enrollment procedures miscellaneous benefit changes and/or clarifications.
Develop and maintain excellent carrier relationships. Assist client/employee with unresolved benefits matters including eligibility and claims issues.
Remain informed regarding industry information and new product information.
Expected to further industry education through insurance coursework
Other assigned duties
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
Manager
Full-Time