Employee Benefits Client Executive

Employee Benefits Client Executive

About the 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 has 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.

Responsibilities:

• Lead and Oversee all Client Service items.

• Ongoing proactive meetings with the client throughout the year to ensure a high level of service.

• Meeting business retention goals.

• Development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage.

• Developing strong business relationships and client trust.

• Communicating compliance deadlines and updates.

• Assist in resolving routine client concerns and any reoccurring and nonroutine client/carrier issues.

• Manage the renewal of existing plans.

• Advise inform and involve Client Management & Strategy Team as required in marketing process.

• Recommend improvements based on changing employee benefit legislation suggest strategies to address client concerns and provide resolutions if discrepancies errors or inconsistencies are contained within the information.

• Assist with conducting employee open enrollment meetings to communicate benefit options as needed.

• Responsible for reviewing contracts plan documents summary plan descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.

• Work closely with Director of Employee Health & Benefits Division Benefits Service Manager and Director of Operations to obtain necessary resources to support the teams requirements discuss project impediments and to escalate issues which cannot be resolved by the team.

• Prepare quarterly production and activity reports.

• Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.

• Overall stewardship of client Third Party Administrator and other thirdparty carrier relationships.

Requirements:

• BA/BS degree or equivalent experience.

• 3 years of client management experience for Employee Benefits in the small market segment 2100 employees) additional large market 100 experience is a plus.

• Selffunded experience is preferred.

• Proven professional history of success at managing client relationships.

• Possess a proven understanding of fundamental benefit laws regulations and compliance standards.

• State Life and Health Producers license is required industry professional designation a plus.

• Proficient in MS Office Suite especially Excel and PowerPoint.

• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.

Other Qualifications:

• Ability to communicate with all levels of an organization verbally and in writing required.

• Excellent attention to detail is required.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• Generous time away

#LIEG1 #LIHybrid

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 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.