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Employee Benefits Account Manager
Acrisure. Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success .
About the role
Key responsibilities & impact- Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success
- Apply deep knowledge of employee benefits programs, insurance processing, and client service best practices to deliver a high‑quality client experience
- 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
- 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
- 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
What you’ll need- Current Insurance License in Health & Life for the state in which your agency office is located
- Ability to work toward professional designation
- 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
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- Bachelor’s Degree in a Business or related field OR equivalent relevant experience
- A minimum of 5 years' experience within the insurance industry or business-related experience
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance processingclient service best practicesrenewal process managementquote accuracy reviewnegotiation skillsE&O exposure minimizationdocument management
Soft Skills
troubleshootingclient retentionteam collaborationverbal communicationwritten communicationorganizational skillsattention to detailclient relationship management
Certifications
Insurance License in Health & Lifeprofessional designation