Employee Benefits Account Manager

Acrisure•Rockville, MD

11d•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 coordinates team service deliverables and manages accurate, efficient, and effective responses, drawing on expertise in client services, insurance processing, and customer experience. The Account Manager manages team operations and client coordination, supports and coaches Account Associates, and assists Producers and Account Executives with client service commitments. The role is accountable for service delivery, client retention, renewals, accurate documentation, and effective customer communication. The position requires an on-site presence to support collaboration, team leadership, and cross-functional partnership, with travel as 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 working experience.
At least 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, customer service delivery, workload review, and prioritization; coordinate and coach Account Associates.
Use client service, insurance processing, and customer experience expertise 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 any renewal marketing plan with Producers and Service Teams, ensuring the team is aware of and executes the plan.
Create accurate proposals and other deliverables for Producers and Service Teams to use at client renewal meetings.
Review quotes for accuracy against supporting documents.
Negotiate additional coverage or pricing with underwriters.
Complete renewal binding processes and checklists accurately and promptly, and ensure renewal activities are completed and documented in the file.
Maintain accurate file documentation to minimize errors-and-omissions exposure and respond quickly to client requests.
Travel as needed for client meetings, presentations, conferences, and other role-related events.