CALIFORNIA, USA
1 day ago
Account Manager - Employee Benefits

Job Description

Job Title: Account Manager – Employee Benefits

Department: Digital Service Center

About Acrisure:

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. 

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary:

The Digital Employee Benefits Account Manager position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and the innovative use of technology. The Digital Employee Benefits Account Manager is responsible for managing and nurturing client relationships to ensure satisfaction, retention, and growth. This role involves consulting on insurance plan designs and applicable compliance services, handling renewal negotiations, and overseeing vendor and insurance carrier selections. The Account Manager will also leverage technology and market insights to enhance service delivery, identify cross-selling opportunities, and support clients with their small business and personal insurance needs.

Responsibilities:

1. Client Relationship Management:

Serve as the primary point of contact for clients, managing day-to-day communications and fostering strong, long-lasting relationships for assigned book of business.

Understand client needs and objectives, providing strategic recommendations and tailored data driven solutions. Proactivity communicate and coordinate annual enrollment support throughout the lifecycle of the client’s policy.

Maintain timely and accurate data for assigned customer activity in Agency Management System and related customer engagement software where applicable.

Maintain consistent and ongoing engagement throughout the customer lifecycle.

2. Strategic Engagement and Execution:

Implement and monitor data driven and customer tailored marketing or awareness campaigns.

Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations.

Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns.

3. Strategic Planning and Support:

Contribute to the identification of new opportunities for client growth and expansion of services.

Share client engagement best practices with peers.

Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services.

5. Coordination and Collaboration:

Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners.

Collaborate with the Digital Employee Benefits Team Leader to address any challenges and continuously improve service delivery.

Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success.

Drive client adoption of self-service tools and enrollment capabilities.

6. Client Success and Value Delivery:

Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations.

Promote additional digital services and solutions that can further support client objectives and business growth.

Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship.

Met or exceed client retention and satisfaction metrics through a highly consultative and technology first approach.

Perform other tasks or projects as requested by service team or region leadership.

Requirements:

Required Qualifications

Strong client management and relationship-building skills, with a client-focused approach.

Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively.

Ability to multitask across multiple systems and workflows.

Ability to work collaboratively in a team environment and manage multiple projects simultaneously.

Creative problem-solving abilities and a passion for customer service.

Preferred Qualifications

Experience in Applied EPIC or similar account management software.

Education and Experience:

Required Qualifications

Hold applicable Life and Health Insurance state license.

Proven experience in managing client relationships and achieving retention targets.

Experience in remarking clients across multiple carriers, delivering client proposals and providing consultation regarding solutions available.

Ability to account round and cross sell products to broaden the total client relationship.

Minimum of 2 years of experience in, account management, or a related role and possess and has held a current license for over 1 year.

Preferred Qualifications

Bachelor’s degree in business administration, or a related field experience preferred.

Benefits and Perks:

Competitive compensation

Generous vacation policy, paid holidays, and paid sick time

Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)

Company-paid Short-Term and Long-Term Disability Insurance

Company-paid Group Life insurance

Company-paid Employee Assistance Program (EAP) and Calm App subscription

Employee-paid Pet Insurance and optional supplemental insurance coverage

Vested 401(k) with company match and financial wellness programs

Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options

Paid maternity leave, paid paternity leave, and fertility benefits

Career growth and learning opportunities

…and so much more!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success.  

We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination. 

Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com. 

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.

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​Welcome, your new opportunity awaits you.

Pay Details:

The base compensation range for this position is $65,000 - $75,000. 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.

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