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

The account manager is responsible for managing and retaining clients within their assigned book of business, ensuring a best-in-class client experience for industry leading retention and growth. Strives to support a faster, better, easier client and team experience by adhering to agency guidelines, workflows and best practices. 

Responsibilities: 

• Serves as the primary group level contact for day-to-day requests, account oversight and escalation for critical client service issues; responding timely and accurately to ensure client satisfaction 

• Responsible for coordinating the pre-renewal strategy and planning of assigned groups, including the scheduling of meetings, marketing, quoting, plan analysis and compilation of presentation materials 

• Present renewals, recommend benefit plan options, and confirm client decisions for designated accounts 

• Strategize with the account executive/broker to support all marketing, renewal and open enrollment related activities 

• Serves as knowledgeable resource for account management support team and clients in areas of eligibility, claims, COBRA, underwriting guidelines and employee benefits compliance 

• Ensures all compliance documents and contracts are completed on time and kept updated per regulatory requirements including Section 125 plans, SPD, COBRA, FSA, HRA and form 5500 filings 

• Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes 

• Maintains excellent client, carrier and vendor relationships 

• Acquire and maintain high level experience in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun and other agency supported technology tools 

• Pursues professional development and continuing education by keeping current with technology tools, regulatory changes, product and service enhancements, and other industry trends 

• Other duties as assigned 

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

Requirements: 

• Demonstrated verbal and written communication skills including correct grammar, spelling and punctuation in correspondence 

• High degree of critical thinking; ability to problem solve when the answer is not readily apparent 

• Demonstrated attention to detail; producing outcomes with minimal errors 

• Understanding of insurance concepts and applicable law as it related to employee benefits 

• Ability to adapt well to change in direction and priority in a fast-paced environment 

• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office 

• Works well with minimal supervision; able to function independently and as part of a team 

Education/Experience:

• Bachelor’s degree or higher is preferred, or equitable experience. 

• Three+ years’ experience servicing employee benefit clients in the small and large group segment 

• Minimum one year experience presenting information in a group setting 

• L&H license required. 

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.