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 Small Group Employee Benefits Operations Lead, the Individual Life & Health Account Manager is responsible for managing and servicing a portfolio of individual life and health insurance clients. This role involves providing exceptional customer service, ensuring client satisfaction, and maintaining strong client relationships. The Account Manager will work closely with clients to understand their needs, provide tailored insurance solutions, and support them throughout the policy lifecycle.  

Responsibilities:  

Develop and maintain strong relationships with individual life and health insurance clients.  

Act as a primary point of contact for clients, addressing their inquiries and concerns promptly. 

Run carrier drug lists and compile information for Medicare client appointments. 

Assist with individual health, Medicare, life and disability illustrations/proposals and enrollment. 

Manage policy renewals and cancellations.

Collaborate with the sales team to identify opportunities for upselling and cross-selling additional insurance products.

Coordinate with insurance carriers to facilitate efficient claims resolution & guide clients through the claims process, ensuring timely and accurate submission of claims. 

Ensure compliance with all regulatory requirements and company policies. 

Work with team and carriers to ensure accurate and timely responses to all outstanding issues. 

Provide exceptional customer service, ensuring their satisfaction with the insurance soutions provided. 

Maintain thorough documentation of client interactions, policy changes, and other relevant information - ensure client information and policy records are accurate and up to date. 

Perform regular billing audits and reconciliation. 

Attend and complete any role relevant meetings, training sessions, or assignments as required. 

Perform other tasks or projects as requested by service team or regional leadership. 

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

Requirements:  

Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.  

High degree of critical thinking; ability to problem solve when the answer is not readily apparent.  

Demonstrated attention to detail, producing outcomes with minimal errors.  

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

Ability to demonstrate advanced level proficiency with a variety of technology including MS Office. 

Ability to adapt well to change in direction and priority in a fast-paced environment.  

Work well with minimal supervision; able to function independently and as part of a team. 

On camera attendance is required during virtual meetings and presentations.  

Education/Experience: 

High school diploma or recognized equivalent is required. 

Minimum of 2 years’ experience in a fast paced, professional office setting is required. 

Previous insurance experience is required. 

Bachelor’s degree or higher is preferred, or equitable experience.  

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 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 

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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.