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:

Typically, expect significant professional experience in account management and/or sales. Demonstrates how a range of situations may be affected by the principles of insurance. Applies the principles of insurance to various situations. Fully competent in applying established standards and works with guidance or direct supervision by exception. Performs more complex responsibilities and are primary points of contact for the clients they oversee. Develops action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio, and works closely with the sales team to help acquire new clients. Required to have the necessary insurance license(s).
 

Responsibilities:

Servicing: Customer calls and inquiries which will be resolved working with customers and/or carriers directly.

• Phone call servicing

• Group Billing

• Employee Claim Issues

• Benefit Questions

• Network Questions

• Enrollment and Termination Assistance

• Waiting Period Guidance

• Maintaining Group Changes in EPIC

Product Knowledge

• Medical

• Dental

• Vision

• Other Ancillary Lines of Coverage

• Tech Enabled Value-Added Services

Small Group Renewals and Prospect Preparation

Renewal Proposal Process:

• Obtain Renewals from Carrier Specific Location

• Prepare renewal comparisons for assigned team member.

• Carrier Marketing / Submission

• Checklist/Activity completion

• Any other duties that may arise

Small Group Renewals - Producer

Renewal Proposals:

• Prepare/Market

• Abide by processes in place.

• Present

• Checklist completion

New Business Group Processing:

• Understanding required documentation

• Knowledge of carrier requirements

• Carrier contact information

Adds / Terms / Changes Service Team

• Complete Daily Adds/Terms/Changes (per employee schedule) received from various channels through the  platform including but not limited to, Employee Navigator Wall Notifications, Email Requests via the internal Email Box, etc.

• Data received from the internal email box should be inclusive of all data, and team member.

• Follow pre-set processes and procedures as part of the Adds/Terms/Changes team.

Documentation of Servicing

• Creation and completion of an activity within EPIC to ensure service conversation is recorded for visibility.

Technology

Employee Navigator

• Knowledge of how to navigate the system with the ability to service Employees and HR team members who may have questions.

Carrier Portals - Knowledge of carrier portals to:

• Service questions

• Obtain/Execute Renewals

• Perform Adds/Terms/Changes

EPIC Systems

• Knowledge of EPIC systems to service our clients and execute our internal checklists and tasks on a daily basis.

Employee Navigator Build Team:

• Complete system builds, renewal updates, and troubleshooting of all Employee Navigator related concerns.

• May support carrier, payroll, and TPA connections within platforms and audit, as required.

• Perform reporting and analytical audits for ACA.

• May demo platforms and/or communicate directly with clients, at the direction of Account Management and Tech Team leads.

• Supports internal and external software/systems to ensure optimal functionality.

• Strong ability to identify and resolve problems utilizing standard guidelines and/or customized solutions.

• Follow pre-set processes and procedures for all Technology Team tasks.

• Follow all Quality Assurance (QA) processes and procedures.

• Work closely with the Account Management team for specific data requirements and client communication needs.

• May attend virtual or in-person conferences to further education.

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

Primary Objectives:

• Customer service and cross sell of existing cases.

• In-depth knowledge of group products and carrier services.

• Meet and exceed carrier guidelines when processing information and providing customer service.

• Provide thorough and accurate customer service to group clients.

• Maintain confidentiality and adhere to all HIPAA and PHI regulations.

• Work with co-workers and sub-agents to complete servicing and other projects.

Requirements/Experience:

• Previous experience with Employee Benefits Production and Servicing, required.

• Well versed in Technologies and systems

• Life and Health License

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