We are seeking a highly organized and detail-oriented individual to join our team as an Employee Benefits Account Manager. In this role, you will be responsible for managing the client relationships and account life cycle for our small group clients. You will serve as the main point of contact and work closely with clients, internal stakeholders, and external partners to ensure the highest level of service and satisfaction.

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 17,000 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.

Behavioral Competencies 

Actively listen to clients, team members, and external partners. 

Communicate transparently and openly. 

Stay updated on industry trends, regulations, and best practices. 

Build relationships with clients and colleagues to develop trust and rapport. 

Support clients with consistent follow through on commitments, deadlines, and by providing accurate and timely information. 

Collaborate with clients, internal stakeholders, and external partners with a team mindset. 

Have a strong aptitude for multiple systems, both internally and externally (client-facing), with the ability to discuss and demo external products and systems. 

Work with a high level of attention to detail in time-compressed situations. 

Practical Competencies 

Own the client relationship and account life cycle from post-sale and serve as the main point of contact. 

Maintain accurate and up-to-date account records, including client interactions, transactions, and any changes to policies or coverage. 

Monitor carrier/benAdmin discrepancy reports. 

Complete new client onboard and vendor installation workstreams. 

Interpret eligibility structures, plan specifications, and contribution logic. 

Attend client meetings as needed. 

Coordinate and run in-person and virtual OE Meetings as needed. 

Craft Open Enrollment presentations and create pre-recorded videos as needed. 

Review all communication materials, system builds, and benefits website. 

Lead or work in conjunction with the Producer/AE to onboard new clients. 

Collect and maintain all relevant policy and plan documents. 

Run benefits compliance activities, communicate updates, and send reminders to clients. 

Technical Competencies 

Ensure the timely update of client policy, client service agreement, commission, and chargeback data in Epic/monday. 

Respond to inquiries posted in Epic Activities initiated by EB, Accounting, Platform Services, and Enterprise Application Teams. 

Service clients using Microsoft 365 products including Outlook, Excel, Word, PowerPoint, Sharepoint, Teams, and OneNote. 

Fulfill client activities using a variety of software applications including vendor portals, client BenAdmin systems, and internal systems (e.g., Zywave, Mineral, etc.). 

Navigate Sharepoint, AcriWorld, Workday, and Service Portal to source and exchange information, and request internal support services. 

Submit eligible reimbursement requests through Concur. 

Create/facilitate client communication collateral using InDesign and marq. 

Utilize Tech Team expertise to resolve issues system data trade and eligibility issues. 

Prepare vendor enrollment file by extracting demographic and eligibility data from client benAdmin system or alternate source. 

Exercise knowledge of all group coverage types (e.g., medical, dental, vision, life, disability, voluntary, EAP, FSA/HSA/HRA, etc.) daily to educate client and employees. 

Use payroll and benAdmin system principles to procure necessary data to research/resolve issues and complete projects. 

Run post-OE data audit and delegate to support team as needed. 

Tactical Competencies 

Review and understand client policy provisions and plan coverage. 

Collaborate with Client/Producer to vet and demo solution partners (e.g., FSA/HSA/HRA, COBRA administrators, EB apps, et al) as requested by the client. 

Anticipate client needs and offer initiative-taking support. 

Identify solutions through proactive research, troubleshooting, and collaboration. 

Take the lead on all Account Management activities and delegate to appropriate team members and shared services as needed. 

Apply foundational knowledge of legislative mandates (e.g., ERISA, HIPAA, ACA, COBRA, FMLA) to problem solve administration inquiries. 

Run/prepare renewal census data for AE/Producer to market group plans. 

All other assigned tasks 

Requirements: 

Thoroughly enjoy taking great care of customers 

Desire to manage a book of business and maintain relationships 

Strong knowledge of insurance products and coverage. 

Ability to carry out complex tasks with many concrete and abstract variables 

Strong ability to remain calm under pressure 

Ability to develop meaningful relationships with insurance carriers and with fellow employees 

Demonstrate excellent oral and written communication skills 

Education/Experience: 

High school diploma, college education preferred 

Life and Health License required 

Experience working in the CA benefits marketplace 

Minimum 3 years of progressive employee benefits insurance experience (brokerage experience preferred). Small group (20-49 lives) experience required. Insurance designations a plus. 

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 

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh. 

For more, visit www.Acrisure.com  or learn more here.  

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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.