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 Coordinator. In this role, you will provide support to our Account Managers in all aspects of plan administration and client advocacy. You will be responsible for maintaining accurate account records, coordinating client meetings and events, preparing communication materials, and ensuring timely updates of client policies and data. The ideal candidate will have effective communication skills, the ability to work with multiple systems and software applications, and a solid understanding of group coverage types and benefits compliance activities.

Job Duties & Responsibilities:

Behavioral Competencies

• Collaborate with a team mindset.

• Communicate transparently and openly.

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

• Support EB AM/AE with consistent follow through on commitments, deadlines, and by providing accurate and timely information.

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

• Have a strong aptitude for learning new systems.

• Learn and stay updated on industry trends, regulations, and best practices.

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

Practical Competencies

• Support the EB AM in all aspects of plan administration and client and employee advocacy.

• Maintain accurate employee records and ensure confidentiality of sensitive information.

• Assist EB AM with new client onboard and vendor installation workstreams.

• Support the preparation of Open Enrollment presentations and pre-recorded videos as needed.

• Work urgently to resolve member point of service access-to-care issues.

• Provide/Order member ID cards.

• Assist members with benefit claims and inquiries, providing guidance and support as needed.

• Resolve member claim issues by collaborating with provider, billing office, medical group, and carrier.

• Communicate benefits options, eligibility, and enrollment procedures with members.

• Coordinate with carriers/vendors to resolve billing discrepancies.

• Engage with assigned Service Team as needed to accurately respond to member inquiries.

• Support benefits compliance activities as delegated by EB AM.

• Help coordinate vendors for in-person and virtual OE Meetings.

• Monitor carrier/Ben Admin discrepancy reports.

• Collect and maintain all relevant policy and plan documents.

• Audit communication materials, system builds, and benefits website.

• All other assigned tasks

Technical Competencies

• Use Microsoft 365 products including Outlook, Excel, Word, PowerPoint, Sharepoint, Teams, and OneNote to support client activities.

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

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

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

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

• Document client Activities in Epic.

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

• Prepare and distribute benefit communication materials to employees.

• Provide Ben Admin system guidance to enrolling employees.

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

Requirements:

• Thoroughly enjoy taking great care of customers

• Desire to manage a book of business and maintain relationships

• Basic of insurance products and coverage.

• Ability to carry out tasks as delegated by CSM team

• 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 preferred (must obtain if not already licensed)

• Experience working in the CA benefits marketplace

• Minimum 3 years of progressive employee benefits insurance experience (brokerage experience preferred). Large group (100+) experience preferred. Insurance designations a plus

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option           

• Opportunities for Growth

• Parental Leave

• Generous time away