Employee Benefits Account Manager

Acrisure•Mckinney, TX

58d•Hybrid

About The Position

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure's massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. Acrisure is currently looking for a full-time Account Manager for their Benefits Team. The Account Manager supports their external customers by providing quality service implementation and delivery; they provide internal customer service through effective team communication, development, and management. The success of this role is measured by external customer satisfaction, effective quality service delivery and overall account retention. This role will be required to travel 15% of the time.

Requirements

2+ years of account management experience of general Employee Benefits Brokerage experience in the small market segment (2-100 employees) - additional large market (100+) experience is a plus.
State Life and Health Producers license is required, industry professional designation a plus.
Proven professional history of success at managing client relationships.
Possess a 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.

Nice To Haves

Ability to communicate with all levels of an organization, verbally and in writing required.
Excellent attention to detail is required.

Responsibilities

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 in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients.

Benefits

Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.