Employee Benefits Account Manager

Acrisure•San Jose, CA

15h•Onsite

About The Position

Acrisure is seeking an Employee Benefits Account Manager to join our growing team. The Employee Benefits Account Manager position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and the innovative use of technology. The Digital Employee Benefits Account Manager is responsible for managing and nurturing client relationships to ensure satisfaction, retention, and growth. This role involves consulting on insurance plan designs and applicable compliance services, handling renewal negotiations, and overseeing vendor and insurance carrier selections. The Account Manager will also leverage technology and market insights to enhance service delivery, identify cross-selling opportunities, and support clients with their small business and personal insurance needs.

Requirements

Strong client management and relationship-building skills, with a client-focused approach.
Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively.
Experience in Applied EPIC or similar account management software.
Ability to multitask across multiple systems and workflows.
Ability to work collaboratively in a team environment and manage multiple projects simultaneously.
Creative problem-solving abilities and a passion for customer service.
Bachelor’s degree in business administration, or a related field experience preferred.
Hold applicable Health and Life Insurance state license.
Minimum of 2 years of experience in, account management, or a related role and possess and has held a current license for over 1 year.
Proven experience in managing client relationships and achieving retention targets.
Experience in remarking clients across multiple carriers, delivering client proposals and providing consultation regarding solutions available.
Ability to account round and cross sell products to broaden the total client relationship.

Responsibilities

Serve as the primary point of contact for clients, managing day-to-day communications and fostering strong, long-lasting relationships for assigned book of business.
Understand client needs and objectives, providing strategic recommendations and tailored data driven solutions.
Proactivity communicate and coordinate annual enrollment support throughout the lifecycle of the client’s policy.
Maintain timely and accurate data for assigned customer activity in Agency Management System and related customer engagement software where applicable.
Maintain consistent and ongoing engagement throughout the customer lifecycle.
Implement and monitor data driven and customer tailored marketing or awareness campaigns.
Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations.
Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns.
Contribute to the identification of new opportunities for client growth and expansion of services.
Share client engagement best practices with peers.
Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services.
Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners.
Collaborate with the Digital Employee Benefits Team Leader to address any challenges and continuously improve service delivery.
Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success.
Drive client adoption of self-service tools and enrollment capabilities.
Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations.
Promote additional digital services and solutions that can further support client objectives and business growth.
Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship.
Met or exceed client retention and satisfaction metrics through a highly consultative and technology first approach.
Perform other tasks or projects as requested by service team or region leadership.