Acrisure’s Southwest Platform is the largest operational region in Acrisure, with a significant book of business in the Commercial and Employee Benefits Key Account Segments. With this in mind, we continue to develop ways to efficiently care for and address our clients’ needs – all while maintaining a business model that allows for growth of the Team and Acrisure. 

Acrisure is a fast-growing fintech leader that operates a global insurance brokerage. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services including asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

About The Role

Reporting to the Employee Benefits Operations Lead, the role provides prompt, accurate and courteous service to support our client partners and their employees. 

This role is primarily responsible for retaining and growing an assigned book of business within the small market (<100 employees) through exceptional service, meaningful client engagement and providing proactive solutions.  The ideal candidate should have strong communication and organizational skills, a background in employee benefits or human resources, and thrive in a fast-paced environment.

Responsibilities:

Proactively manage an assigned book of business - maintains, develops, and grows relationships with clients and carrier partners.

Provides accurate, timely and professional service to clients and their employees.

Assists clients with service needs and resolves routine issues, such as claims and billing resolution, provider inquiries, provider referral issues and other administrative inquiries.

Manages renewal process – reviews renewal documents for accuracy, oversees preparation of marketing specifications and analysis and communicates plan changes, financial impact and recommendations to the client.

Prepares and coordinates employee benefits communication and facilitates open enrollment meetings.

Assists with HRIS/BenAdmin system implementation, renewal updates and testing/review.

Manages new carrier and implementations.

Reviews policies and contracts for accuracy.

Liaisons with eligibility team to assist with enrollment and terminations, including COBRA qualifying event notifications.

Processes incoming Broker of Record letters, maintains accurate policy and commission data in agency management system.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

Proficiency with plan design structure as well as eligibility and rate structures. 

Strong ability to identify and resolve problems utilizing standard guidelines. 

Strong organizational and time management skills, along with a demonstrated attention to detail. 

Professional verbal and written communication skills. 

Knowledge and experience with benefit administration platforms including Ease, Employee Navigator, iSolved and others. 

Willingness to facilitate employee open enrollment meetings – both in person and virtually.

Understanding of federal and state legislation related to the insurance industry.

Ability to use multiple monitors to move quickly between software applications (Excel, Word, Adobe) and various web-based benefit administration systems. 

Ability to work independently and as a member of a team. 

On camera attendance during virtual meetings and presentations. 

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Education/Experience:

High School Diploma or the recognized equivalent is required.

Minimum of 3 years’ experience in the employee benefits industry.

Life/Health Agent License required.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Some travel is required.

Moderate stress due to regular deadlines and daily challenges.

Keyboarding in a mostly paperless environment and in front of monitors while seated

Occasionally lift up to 20 lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.  When working remote, work must be performed in a designated work area, free from distractions.

The noise level in the work environment is usually moderate.

On camera availability through Teams or Zoom is expected during regular scheduled workday.

Benefits & Perks:

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs         

Offering hybrid work option       

Opportunities for Growth

Educational Resources

Generous time away

Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without 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.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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 Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.