Job Title: Benefits Account Manager

Department: Insurance Operations

Location: New Jersey Platform

About The Role:

This position successfully develops and maintains strong relationships with our clients through a partnership that identifies and establishes client needs, develops action plans to meet their needs and expectations, and effectively manages overall service of accounts in a proactive and positive manner. 

Responsibilities:

• Develops coverage strategies and plans as necessary. 

• Collect renewal data on assigned accounts. Initiates, coordinates, and facilitates on requested analysis to the Client Advisor with Requests for Proposals (RFPs) for carriers and vendors in conjunction with the client, to obtain and summarize appropriate information to meet client’s needs and allow client to make an informed decision.

• Responsible for assisting with developing and periodically presenting carrier or vendor information to client, including but not limited to open enrollment presentations to employees.  Coordinates and manages plan renewal, plan or carrier changes, etc.  Accountable to accurately complete new client checklist and review and revise enrollments to ensure accuracy of documents.

• Leads new carrier implementation in conjunction with other team members as necessary.  Responsible for onboarding oversight of new client in coordination with Client Advisor, including but not limited to creating CRM Account and Policy Profile, and obtaining current policy, contract and rate information from carriers and vendors. 

• Responsible for maintaining account/client/renewal/plan and policy information within the CRM Agency Management System, included but not limited to Client Profile, Plan Information, Service Projects, Key Account Contacts, Rate Information, Commission Details, Customized Fields, etc.

• Maintain accuracy of client data in agency management system (EPIC)

• Document all activities in agency management system (EPIC)

• Understand and utilize upload, download and interface technology.

• Coordinates and manages communications between clients, carriers, vendors and benefit team members regarding established accounts.  Respond to client inquiries, incoming mail, and company request needs on a timely basis.

• Assist with compiling data or other account information for review and presentation to client on a regular basis, depending on the specific clients’ need and size of account.

• Responds to requests for information for client and carrier issues, such as billing, claims submission, claim processing, interpretation of contracts, etc.  Makes carrier request and client delivery of claim and premium experience data on a set frequency with the client or proactively provides the client with information as appropriate.

• Keeping Client Advisors informed of all important activities on their accounts including being sensitive to potential problems and informing management.

• Provides assistance with compilation of data, coordination, and management of the annual Form 5500 Filing and all compliance matters.

• Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options so that you can provide the best possible service between cost and coverage while still protecting each client.

• Work as a team with others to achieve agency new business and client retention goals.

• Complete all CE coursework as required by state licensing authority.

• Perform other responsibilities and assignments to meet business needs

*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

• Successfully works independently and collaboratively, depending upon the specific needs of the tasks

• Ability to work in fast paced environment, prioritize multiple tasks, and meet deadlines

• Professionally and effectively communicates, both verbally and in writing, including the ability to actively listen

• High degree of critical thinking; must have a strong ability to problem-solve to help address issues or selectively refer them for assistance

• Enjoys a high degree of interaction with team members, and consistently demonstrates high motivation, positive behavior, sense of urgency, and works to achieve goals and objectives

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

• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint with experience collaborating efficiently in M365 (OneDrive, MS Teams, SharePoint)

• Proficient computer skills with agency management software systems

• Spanish Bilingual preferred.

Education/Experience:

• Active Health & Life License Required

• High School diploma or recognized equivalent required, Associate Degree or higher preferred

• Comprehensive knowledge in Employee Benefits with a minimum of 5 years of experience

• RHU or special training course completion a plus

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com  or learn more here.

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