Associate Account Manager

Acrisure, LLC • Santa Cruz, CA

375d • $52,000 - $70,000

About The Position

The Associate Account Manager plays a crucial role in supporting clients and internal teams in the employee benefits insurance market. This position focuses on building relationships, ensuring accurate account management, and providing exceptional customer service while navigating various systems and processes. The role requires attention to detail, effective communication, and a proactive approach to client needs and compliance activities.

Requirements

• High school diploma; college education preferred.
• Life and Health License required.
• Experience working in the employee benefits insurance market.
• Basic to intermediate knowledge of insurance products and coverage.
• Strong ability to remain calm under pressure.
• Excellent oral and written communication skills.
• Desire to manage a book of business and maintain relationships.
• Ability to carry out concrete tasks and problem solve abstract issues.

Nice To Haves

• Experience with Microsoft 365 products including Outlook, Excel, Word, PowerPoint, Sharepoint, Teams, and OneNote.
• Familiarity with vendor portals and client BenAdmin systems.

Responsibilities

• Actively listen to clients, team members, and external partners.
• Communicate transparently and openly.
• Stay updated on industry trends, regulations, and best practices.
• Build relationships with clients and colleagues to develop trust and rapport.
• Support clients with consistent follow through on commitments and deadlines.
• Collaborate with clients, internal stakeholders, and external partners with a total client mindset.
• Maintain accurate and up-to-date account records, including client interactions and transactions.
• Monitor carrier/BenAdmin discrepancy reports.
• Assist EB AM with new client onboarding and vendor installation workstreams.
• Attend client meetings as needed and help coordinate in-person and virtual meetings.
• Support the preparation of Open Enrollment presentations and pre-recorded videos.
• Audit all communication materials, system builds, and benefits website.
• Collect and maintain all relevant policy and plan documents.
• Support benefits compliance activities.
• Ensure timely updates of client policy and service agreements in required systems.
• Respond to inquiries from various internal teams.
• Service clients using Microsoft 365 products and various software applications.
• Navigate Sharepoint, AcriWorld, Workday, and Service Portal for information exchange.
• Submit eligible reimbursement requests through Concur.
• Create client communication collateral using preferred platforms.
• Utilize internal Tech Team expertise to resolve system data files and eligibility issues.
• Prepare vendor enrollment files by extracting demographic and eligibility data.
• Exercise knowledge of all group coverage types to educate clients and employees.
• Review and understand client policy provisions and plan coverage.
• Problem-solve routine administration issues.
• Apply foundational knowledge of legislative mandates to inquiries and resolutions.

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED