Acrisure

Employee Benefits Account Manager

Acrisure

full-time

Posted on:

Location Type: Office

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

Requirements

  • 2+ years of account management experience of general Employee Benefits Brokerage experience in the middle market ($5K to $25K revenue accounts)
  • Proven professional history of success at managing client relationships
  • 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
  • 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
account managementclient strategy developmentfinancial analysiscompliance standardsinsurance renewal processonboardingPlan Cost Analysisreporting
Soft Skills
client relationship managementcommunicationattention to detailstrategic thinking
Certifications
State Life and Health Producers licenseindustry professional designation