Job Description

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.

The primary role of the Account Representative is to support the day-to-day service and administrative needs of clients within our Health Insurance Fund (Fund) division. This entry-level position assists the account management team in delivering high-quality service, helping with client communications, data entry, document preparation, and other administrative tasks. The Account Representative works closely with senior team members to learn how to manage client relationships and contribute to the overall success of the Acrisure NJ Platform accounts by supporting the delivery of our products, services, and solutions.

Key Responsibilities:

Client & Participant Support

• Serve as the primary point of contact for employer groups, brokers, and participants regarding HRA, HSA, and FSA benefits.

• Provide timely and professional customer service via phone and email.

• Educate clients on benefit plan rules, IRS regulations, and eligibility requirements.

• Assist participants with claims, reimbursements, and account transactions.

Account Management & Processing

• Process enrollments, contributions, and reimbursement claims in compliance with plan guidelines.

• Assist employers in setting up and managing their benefit accounts.

• Ensure accuracy of account balances, transactions, and reporting.

• Troubleshoot issues related to debit card transactions, account funding, and claims processing.

Compliance & Documentation

• Stay up to date on IRS regulations and industry best practices related to pre-tax benefit accounts.

• Ensure all transactions and account activities comply with HIPAA, ERISA, and IRS guidelines.

• Maintain accurate and confidential client and participant records.

Internal Collaboration & Process Improvement

• Work closely with internal teams to resolve client concerns and improve service delivery.

• Assist in onboarding new clients and training employers on using our platform.

• Identify and suggest efficiency improvements in account servicing processes.

Qualifications & Skills:

· Customer Service Experience – 1+ year in a call center, benefits administration, TPA, healthcare, or financial services role preferred.

· Benefits Knowledge – Familiarity with HRA, HSA, and FSA plans is a plus (training provided).

· Attention to Detail – Strong ability to manage data accuracy, compliance, and transaction processing.

· Problem-Solving Skills – Ability to analyze client issues, troubleshoot, and provide solutions.

· Communication Skills – Excellent verbal and written communication for professional client interactions.

· Technical Proficiency – Comfortable using CRM systems, benefits software, and Microsoft Office (Excel, Outlook, Word).

· Team Player – Ability to collaborate with internal teams and work in a fast-paced environment.

Pay Details:

The base compensation range for this position is $65,000 - $70,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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.