Benefits Account Manager

Acrisure•New Berlin, WI

7d•Onsite

About The Position

Acrisure is seeking a Benefits Account Manager to serve as the primary day-to-day contact for service needs of external and internal customers. The role facilitates team service deliverables and manages accurate, efficient, and effective responses, drawing on expertise in client services, coordination, insurance processing, and customer experience. The position includes coordinating and supporting Account Associates, assisting Producers and Account Executives with client service commitments, managing client relationships and renewal processes, and maintaining accurate documentation. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

Current Health & Life insurance license for the state in which the agency office is located.
Ability to work toward a professional designation.
Experience with self-funded plans.
Comfort working in an electronic environment and 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.
High school diploma; college preferred.
Bachelor’s degree in Business or a related field, or equivalent relevant experience.
At least 3 years of experience in the insurance industry or business-related experience.

Nice To Haves

College education is preferred.

Responsibilities

Manage overall team operations, client coordination, and customer service delivery, including coordinating, coaching, and helping prioritize work for Account Associates, and reviewing and managing the team's workload.
Use expertise in client services, insurance processing, and customer experience to develop, coach, and assist Account Associates and other team members.
Assist Producers and Account Executives with client service commitments.
Ensure service standards are met, identify trends, and implement team process improvements.
Serve as the day-to-day customer contact, troubleshoot issues, and help clients make well-informed decisions.
Manage new business and renewal processes and oversee day-to-day client changes.
Support client service delivery through client retention, account rounding, referrals, and uneventful renewals.
Send pre-renewal information within service standards and follow up with clients and insurance markets for timely responses and quotes.
Manage renewal marketing plans with Producers and Service Teams, communicate the plan to the team, and ensure it is executed.
Create accurate proposals and deliverables for Producers and Service Teams to use in client renewal meetings.
Review quotes for accuracy against supporting documents and negotiate additional coverage or pricing with underwriters.
Complete renewal bind processes and checklists accurately and promptly, ensuring all renewal steps are completed and documented in the file.
Maintain accurate file documentation to minimize E&O exposure and support timely responses to client requests.