Employee Benefits Account Manager
Acrisure Southwest Partners Insurance Services, LLC • Ontario, CA9d • $70,000 - $95,000 • Onsite
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Employee Benefits Account Manager
Acrisure Southwest Partners Insurance Services, LLC•Ontario, CA
•$70,000 - $95,000•Onsite
About The Position
Acrisure is a global fintech company providing solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and other areas. The Employee Benefits Account Manager handles routine account responsibilities and serves as a primary point of contact for assigned clients. This individual-contributor role involves developing coverage strategies and plans, with occasional guidance or direct supervision. The position supports client accounts through policy and renewal servicing, marketing and sales, claims support, and ongoing coordination with clients, producers, carriers, and internal departments. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.
Requirements
- Active Health & Life License required.
- 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 a variety of instructions, and deal with variables presented in written, oral, diagram, or schedule form.
- Knowledge and application of insurance principles in everyday situations.
- High school diploma required.
- Minimum of 2 years of experience in employee benefits.
Nice To Haves
- Applied Systems / EPIC experience.
- Employee Navigator experience.
- CPCU or completion of a special training course.
Responsibilities
- Service accounts, including transactions such as 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 necessary.
- Support insurance marketing and sales.
- Collect renewal data for assigned accounts.
- Provide claims support.
- Review new and renewal policies and endorsements to ensure that items were received as ordered.
- Maintain accurate client data in the Applied Systems / EPIC agency management system.
- Document all activities in the Applied Systems / EPIC agency management system.
- 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 of important account activities, remain alert to potential problems, and inform management as appropriate.
- Stay current with industry trends through educational seminars and classes, improve insurance and sales skills, and maintain license compliance.
- Maintain knowledge of contracted insurance carriers’ current underwriting requirements.
- Maintain knowledge of policy provisions and changes to those provisions.
- Complete other assigned functions and assignments, including backup duties.
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off
- Paid holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- 401(k) plan with immediate vesting
- Health Savings Account (HSA) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Job Search Resources
Career Resources
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