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:

The primary role of the Employee Benefits CSR/Account Manager is to support the Account Executive/Consulting team in maintaining the overall responsibility for day-to-day client relationship management. This includes servicing and corresponding with clients and insurance carriers at multiple levels of expertise.

Responsibilities:

• Individual would support a complex book of business with clients located both locally and nationally, and who utilize various funding methods, advanced contract features and structure that requires a higher level of experience and technical expertise.
• Responsible for acting as a primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, Senior Consultants, and internal partners. Ensure accurate and timely responses occur between all parties.
• Participate in, and lead as needed, client meetings and provide strategic guidance and financial performance information independently from the Senior Consultant.
• As needed, preparation of standard and custom materials for client meetings.
• Keep abreast of market developments and product offerings.
• Execute the RFP process from data collection through final carrier and plan decisions.
• Benchmark plan design and employee contributions.
• Review and compare benefit proposals.
• Negotiate optimum quotes for broadest coverage and rates for all new and renewal business. Follow-up with markets to receive quotes in a timely manner and negotiate rate extensions and/or plan design changes as needed.
• Create detailed benefit comparisons of cost, and benefit provisions to assist clients to choose the best plan options.
• Review client agreements and contracts for accuracy.
• Provide compliance guidance to clients and assist with ensuring adherence to all requirements.
• Oversight, as needed, of benefits technology systems.
• Help write and structure client communications, including proposals, reports, spreadsheets, and employee presentations.
• Assist with day-to-day client service needs. Appropriately identify and escalate problem resolution.
• Participate in training programs to enhance benefit industry knowledge.
• Mentor and support other team members as needed.

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

Education/Experience:

• An undergraduate degree is preferred but not required.
• Previous working experience in the administration and/or analysis of employee benefit programs, health insurance.
• Previous experience having a strong understanding of alternative funding mechanisms.
• Able to work collaboratively with all functional areas.

Qualified candidate will have:

• Effective interpersonal and written communication skills.
• Outstanding analytical, problem solving, and critical thinking skills required.
• Self-motivated and goal oriented.
• Strong benefit product knowledge required; including Medical, Dental, Life, Disability, voluntary products, etc.
• Demonstrated dedication to providing superior customer service and gaining client loyalty
• Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail.
• Sets priorities and manages workflow to ensure efficient, timely and accurate deliverables.
• Ability to manage and negotiate multiple priorities and deadlines.
• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts. Ability to work in a team environment.
• Interact with others effectively by utilizing effective communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the company.
• Must hold state insurance license or be willing to obtain one within an agreed upon time.
• Strong written, oral, and interpersonal communication skills.
• Must be proficient in Excel, Word, and other MS Office products along with Adobe products.

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.