Acrisure

Employee Benefits Account Manager

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: Florham Park • New Jersey, New York • 🇺🇸 United States

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Salary

💰 $80,000 - $100,000 per year

Job Level

Mid-LevelSenior

About the role

  • Manages the overall team operations, client coordination, and customer service delivery
  • This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload
  • Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members
  • Assists Producers and Account Executives with Client service commitments
  • Ensures service standards are met, trends are identified, and process improvements are implemented on the team
  • Functions as the day-to-day customer contact and focuses their time on troubleshooting issues and helping the client make well-informed decisions that position the client for success
  • Manages the new business and renewal process as well as oversees day-to-day client changes
  • Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals
  • Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes
  • Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed
  • Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting
  • Reviews quotes for accuracy against supporting documents
  • Negotiates additional coverage/price with the underwriter
  • Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file
  • Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests

Requirements

  • Bachelor’s Degree in a Business or related field OR equivalent relevant experience
  • A minimum of 5 years' employee benefits experience within the insurance industry or business-related experience
  • Current Insurance License in Property & Casualty and/or Health & Life for the state in which your agency office is located
  • Ability to travel as needed for client meetings, presentations, conferences, and other role-related events
  • Must be comfortable in an electronic environment with strong computer skills
  • Strong working knowledge of Word, PowerPoint, and Excel
  • Excellent people skills and ability to work well in a team environment
  • Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail
  • Excellent verbal and written communication skills

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
insurance processingclient servicescustomer experienceproposal creationrenewal marketingnegotiationE&O documentationaccount managementclient retentiondata accuracy
Soft skills
coachingteam collaborationtroubleshootingcommunicationattention to detailorganizational skillsproblem-solvingprioritizationadaptabilitycustomer service
Certifications
Bachelor’s DegreeInsurance License in Property & CasualtyInsurance License in Health & Life