Employee Benefits Account Manager

Acrisure•Rockville, MD

11d•$55,000 - $80,000•Onsite

About The Position

Acrisure is seeking an 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, requiring expertise in client services and coordination, insurance processing, and customer experience delivery. The Account Manager oversees team operations and client coordination, supports and coaches Account Associates, and helps ensure service standards and process improvements. The position manages new business, renewals, day-to-day client changes, renewal marketing and documentation, and client service delivery. The role also assists Producers and Account Executives with service commitments and helps clients make well-informed decisions. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Travel may be needed for client meetings, presentations, conferences, and other role-related events.

Requirements

Strong computer skills and comfort working in a technology-driven environment.
Proficiency with Microsoft Word, PowerPoint, and Excel.
Excellent interpersonal skills and ability to collaborate effectively within a team environment.
Ability to thrive in a fast-paced environment with minimal supervision while maintaining accuracy and attention to detail.
Excellent verbal and written communication skills.
Bachelor’s degree in Business or a related field, or equivalent work experience.
A minimum of 4 years of employee benefits experience within the insurance industry.
Active Life & Health Insurance License.
Ability to travel as needed for client meetings, presentations, conferences, and other role-related events.

Responsibilities

Manage overall team operations, client coordination, and customer service delivery, including coordinating, coaching, and prioritizing work with Account Associates and reviewing 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 the new business and renewal processes and oversee day-to-day client changes.
Deliver client service outcomes including high or increased client retention, account rounding, referrals, and uneventful renewals.
Send pre-renewal information within service standards and follow up with clients and insurance markets to obtain timely responses and quotes.
Manage any renewal marketing plan with Producers and Service Teams, ensure team awareness and execution, and create accurate proposals and deliverables for renewal meetings.
Review quotes for accuracy against supporting documents and negotiate additional coverage or price with underwriters.
Complete renewal binding processes and checklists accurately and promptly, ensuring all renewal aspects are completed and documented in the file.
Maintain accurate file documentation to minimize errors-and-omissions exposure and respond quickly to client requests.