Acrisure

Employee Benefits Account Manager

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: Corpus Christi • Texas • United States

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About the role

  • Actively supports the client management team to ensure all key interactions between client and team are constructive and strategic.
  • Assisting Strategist with client strategy development and execution.
  • Assisting Client Management, Client Support and Technology Team members with resolution of elevated client issues.
  • Ensure the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations.
  • Manage the client insurance renewal process, and new client onboarding.
  • Presenting Plan Cost Analysis and Financial reporting to client.
  • Oversight of all client compliance best practices and annual review of Summary Plan Documents.
  • Ensure business partnerships are maintained with all key carriers and third-party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients.

Requirements

  • Proven professional history of success at managing client relationships.
  • Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards.
  • Proficient in MS Office Suite, especially Excel and PowerPoint.
  • Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.
  • Ability to communicate with all levels of an organization, verbally and in writing required.
  • Excellent attention to detail is required.
  • 2+ years of account management experience of general Employee Benefits Brokerage experience in the Large groups (in Excess of $75K in Revenue).
  • State Life and Health Producers license is required.
  • Industry professional designation a plus.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisclient strategy developmentcompliance standardsaccount managementemployee benefits brokeragedata interpretationattention to detail
Soft Skills
communicationclient relationship managementstrategic thinking
Certifications
State Life and Health Producers licenseindustry professional designation