Acrisure’ s Great Lakes Region began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Region to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’ s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

About The Role

Works is routine and follows standard procedures and requires little explanation or interpretation. Primary responsibilities include managing transactions in the applicable administration system, assists clients and client employees with enrollment activities for the product, audit client enrollments and carrier invoices for accuracy, research discrepancies with enrollment, and assist with the client administration experience. Other responsibilities may include system demonstration and training, and management of team or service inbox.

Responsibilities: 

• Perform enrollment and/or eligibility changes in multiple online benefit enrollment systems, insurance carrier databases and other benefit services providers.

• Document enrollment and/or eligibility changes in our agency management system.

• Update enrollment and/or eligibility procedure changes in our agency management system.

• Communicate with Account service team members to solve enrollment type issues.

• Perform enrollment and/or database audits to validate accuracy.

• Process payroll vendor eligibility reports.

• Communicate with other enrollment staff for COBRA or TPA processing.

• Develop and maintain positive relationships and rapport with each client and provider.

• Handle or refer requests by our clients.

• Phone and email communicate with carriers as needed.

• Perform back-up responsibilities in absence of other employees, primarily for other eligibility specialists.

• Attend and participate I Monthly Department Meetings.

• Work closely with other departments to coordinate services and ensure seamless client experiences.

• Stay informed about changes in regulations and ensure adherence to all legal requiresme3nts.

• Participate in training sessions and workshops to stay current with industry standards.

• Develop and maintain a positive relationship and rapport with each client. 

• Develop and maintain a positive relationship and rapport with benefit enrollment system support staff, requesting enhancements to the system as needed. 

• Attend regularly scheduled training and conferences when content is deemed advantageous. 

• Participate and contribute to department meetings.

• Comply with agency standards, policies, and procedures.

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements: 

• Strong organizational and time management skills, along with a demonstrated attention to detail 

• Superior skills in leadership, employee development, and employee engagement 

• Professional verbal and written communication skills 

• Excellent technology and computer system skills. 

• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect. 

• Ability to make appropriate and timely key business decisions. 

• Effective change management, time management, and follow-up skills 

• Excellent critical thinking skills: ability to troubleshoot.

• Proficient computer skills with agency management software systems, basic working knowledge required/Intermediate knowledge preferred of Microsoft:  Word, Outlook, PowerPoint, Excel, and OneNote.

• Customer service oriented. 

• Knowledge of Agency Management Systems; Applied Epic a plus.

• Able to function independently and as part of a team. 

Education/Experience:

• High school diploma or recognized equivalent is required.

• Associate degree or higher is preferred, or equitable experience.

• Minimum 2 years of customer service experience is preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.

• High finger dexterity while typing documents and forms.

• Occasionally lift up to 20 lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.

• The noise level in the work environment is usually moderate.

Benefits & Perks:

• Competitive Compensation

• Industry-Leading Healthcare

• Savings and Investments

• Charitable Giving Programs   

• Offering hybrid work option  

• Opportunities for Growth

• Educational Resources

• Generous time away

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.