Associate Account Manager

Job Description

Job Title: Associate Client Account Manager

Job Type: Fulltime

Salary: $28.50 33.00 per hour

Expected hours: 40.00 per week

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:

As Acrisure/PBGsAssociate Client Account Manageryou will support the Client Account Management team with servicing and marketing for our client companies.

Responsibilities:

• Coordination and Support for prerenewal presentations RFPs and renewal presentations

• Support for all marketing tasks for clients . Works closely with Client Account Managers to understand account strategy

• Coordination Management and Production of all Open Enrollment collateral for clients to include PowerPoint Presentations Benefit Enrollment Guides Memos and any other Ad Hoc requests

• Update and Maintain all account activities and data in appropriate CRM and shared files

• Collect and Post carrier contracts and SBCs

• Update and Maintain internal systems with client specific contacts and data

• Manage and Maintain calendar and scheduling of client facing meetings (virtual or inperson)

• Prepare bill reconciliation and self accounting statements

• Manage and Collect necessary data for 5500s and FSA Discrimination testing

• COBRA management and setup

• Stay current (selfeducation) on carrier products/plans

Qualifications:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

Two or more years related experience is preferred.

Language Ability:

Ability to read analyze and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints. Strong writing and editing skills required. Bilingual (Spanish) preferred.

Computer Skills:

To perform this job successfully an individual should have knowledge of Microsoft Office Products. Word Excel VERY IMPORTANT Power Point Outlook.

Certificates and Licenses:

Must Hold Valid California Life and Health Insurance License or the ability to obtain license within 6 months of hire.

Acrisure/PBGs Culture Our most important asset

• Integrity

• Passion for service

• Innovative

• Caring for others

• Promisecentric

• Focused on relationship building

Benefits:

• 401(k) matching

• Dental insurance

• Employee assistance program

• Flexible spending account

• Health insurance

• Health savings account

• Life insurance

• Paid time off

• Vision insurance

Experience level:

• 2 years

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Work Location: In person

Pay Details:

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.