Account Executive - Large Group Employee Benefits

Acrisure • San Jose, CA

21h • $90,000 - $110,000

About The Position

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: The account manager is responsible for managing and retaining clients within their assigned book of business, ensuring a best-in-class client experience for industry leading retention and growth. Strives to support a faster, better, easier client and team experience by adhering to agency guidelines, workflows and best practices.

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 insurance concepts and applicable law as it related to employee benefits
• Ability to adapt well to change in direction and priority in a fast-paced environment
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
• Works well with minimal supervision; able to function independently and as part of a team
• Bachelor’s degree or higher is preferred, or equitable experience.
• Three+ years’ experience servicing employee benefit clients in the small and large group segment
• Minimum one year experience presenting information in a group setting
• L&H license required.

Responsibilities

• Serves as the primary group level contact for day-to-day requests, account oversight and escalation for critical client service issues; responding timely and accurately to ensure client satisfaction
• Responsible for coordinating the pre-renewal strategy and planning of assigned groups, including the scheduling of meetings, marketing, quoting, plan analysis and compilation of presentation materials
• Present renewals, recommend benefit plan options, and confirm client decisions for designated accounts
• Strategize with the account executive/broker to support all marketing, renewal and open enrollment related activities
• Serves as knowledgeable resource for account management support team and clients in areas of eligibility, claims, COBRA, underwriting guidelines and employee benefits compliance
• Ensures all compliance documents and contracts are completed on time and kept updated per regulatory requirements including Section 125 plans, SPD, COBRA, FSA, HRA and form 5500 filings
• Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes
• Maintains excellent client, carrier and vendor relationships
• Acquire and maintain high level experience in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun and other agency supported technology tools
• Pursues professional development and continuing education by keeping current with technology tools, regulatory changes, product and service enhancements, and other industry trends
• Other duties as assigned
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!
• This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees