Employee Benefits Account Manager

Acrisure • San Diego, CA

12d • Onsite

About The Position

Acrisure is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and other solutions. The Employee Benefits Account Manager is an individual contributor and a primary point of contact for assigned clients. The role handles routine account servicing and develops coverage strategies and plans, with occasional guidance or direct supervision. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

• Active Health & Life license.
• Strong organizational skills, including the ability to discern priorities and take initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication skills and strong interpersonal skills.
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Ability to solve practical problems, interpret varied instructions, and work with variables presented in written, oral, diagram, or schedule form.
• High school diploma.
• At least 2 years of experience in employee benefits.

Nice To Haves

• Experience with Applied Systems / EPIC.
• Employee Navigator experience.
• CPCU designation or completion of a special training course.

Responsibilities

• Service accounts and handle transactions, including quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond promptly to client inquiries, incoming mail, and company requests.
• Develop coverage strategies and plans as needed.
• Perform insurance marketing and sales.
• Collect renewal data for assigned accounts.
• Provide claims support.
• Review new and renewal policies and endorsements to ensure items were received as ordered.
• Maintain accurate client data in the Applied Systems / EPIC agency management system.
• Document all activities in Applied Systems / EPIC.
• Understand and use upload, download, and interface technology.
• Assist other departments in securing or providing information needed to issue appropriate policies for mutual clients.
• Keep Producers informed about important account activities, potential problems, and relevant management concerns.
• Keep current with industry trends through educational seminars and classes, and maintain insurance and sales skills and license compliance.
• Maintain knowledge of contracted carriers’ current underwriting requirements and policy provisions, including changes.
• Complete other assigned functions, assignments, and backup duties.

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance.
• Life and disability insurance.
• Fertility benefits and wellness resources.
• Paid sick time.
• Generous paid time off and holidays.
• Employee Assistance Program (EAP) and a complimentary Calm app subscription.
• 401(k) plan with immediate vesting.
• 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.
• Pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED