Account Manager

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

We are seeking a highly organized and detail-oriented individual to join our team as an Employee Benefits Account Manager – Mid-market. In this role, you will be responsible for managing the client relationships and account life cycle for our mid-market group clients with 50-99 lives. You will serve as the main point of contact and work closely with clients, internal stakeholders, and external partners to ensure the highest level of service and satisfaction.

Job Duties & Responsibilities:

Behavioral Competencies

• Actively listen to clients, team members, and external partners.

• Communicate transparently and openly.

• Stay updated on industry trends, regulations, and best practices.

• Build relationships with clients and colleagues to develop trust and rapport.

• Support clients with consistent follow through on commitments, deadlines, and by providing accurate and timely information.

• Collaborate with clients, internal stakeholders, and external partners with a team mindset.

• Have a strong aptitude for multiple systems, both internally and externally (client-facing), with the ability to discuss and demo external products and systems.

• Work with a high level of attention to detail in time-compressed situations.

Practical Competencies

• Own the client relationship and account life cycle from post-sale and serve as the main point of contact.

• Maintain accurate and up-to-date account records, including client interactions, transactions, and any changes to policies or coverage.

• Monitor carrier/BenAdmin discrepancy reports.

• Complete new client onboard and vendor installation workstreams.

• Interpret eligibility structures, plan specifications, and contribution logic.

• Attend client meetings.

• Coordinate and run in-person and virtual OE Meetings.

• Craft Open Enrollment presentations and create pre-recorded videos as needed.

• Review all communication materials, system builds, and benefits website.

• Lead or work in conjunction with the Producer/AE to onboard new clients.

• Collect and maintain all relevant policy and plan documents.

• Run benefits compliance activities, communicate updates, and send reminders to clients.

• Engage in quarterly/mid-year review and check-in meetings.

• Design and execute communication strategy for client events including OE, wellbeing, corrective process, and a system launch.

Technical Competencies

• Ensure the timely update of client policy, client service agreement, commission, and chargeback data in Epic/monday.

• Respond to inquiries posted in Epic Activities initiated by EB, Accounting, Platform Services, and Enterprise Application Teams.

• Service clients using Microsoft 365 products including Outlook, Excel, Word, PowerPoint, Sharepoint, Teams, and OneNote.

• Fulfill client activities using a variety of software applications including vendor portals, client BenAdmin systems, and internal systems (e.g., Zywave, Mineral, etc.).

• Navigate Sharepoint, AcriWorld, Workday, and Service Portal to source and exchange information, and request internal support services.

• Submit eligible reimbursement requests through Concur.

• Create/facilitate client communication collateral using InDesign, marq, and Suvaun.

• Work with internal Tech Team to install/renew groups.

• Understand basic EDI/API data trade principles to help solve issues with internal/external partners.

• Prepare vendor enrollment file by extracting demographic and eligibility data from client benAdmin system or alternate source.

• Exercise knowledge of all group coverage types (e.g., medical, dental, vision, life, disability, voluntary, EAP, FSA/HSA/HRA, etc.) daily to educate client and employees.

• Use payroll and benAdmin system principles to procure necessary data to research/ resolve issues, and complete projects.

• Run post-OE data audit and delegate to support team as needed.

• Review benefits content and collateral delegated to other team members.

Tactical Competencies

• Review and understand client policy provisions and plan coverage.

• Collaborate with Client/Producer to vet and demo solution partners (e.g., FSA/HSA/HRA, COBRA administrators, EB apps, et al) as requested by the client.

• Anticipate client needs and offer proactive support.

• Identify solutions through proactive research, troubleshooting, and collaboration.

• Take the lead on all Account Management activities and delegate to appropriate team members, as needed.

• Apply foundational knowledge of legislative mandates (e.g., ERISA, HIPAA, ACA, COBRA, FMLA) to problem solve administration inquiries.

• Run/prepare renewal census data for AE/Producer to market group plans.

• All other assigned tasks

Requirements:

• Thoroughly enjoy taking great care of customers

• Desire to manage a book of business and maintain relationships

• Strong knowledge of insurance products and coverage.

• Ability to carry out complex tasks with many concrete and abstract variables

• Strong ability to remain calm under pressure

• Ability to develop meaningful relationships with insurance carriers and with fellow employees

• Demonstrate excellent oral and written communication skills

Education/Experience:

• High school diploma, college education preferred

• Life and Health License required

• Experience working in the CA benefits marketplace

• Minimum 3 years of progressive employee benefits insurance experience (brokerage experience preferred). Mid-market (50-99) experience required. Insurance designations a plus.