Benefits Account Manager: Client Solutions

Acrisure Trade Credit; Ontario (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Life & Disability Insurance

401(k) with immediate vesting

Paid time off

Job summary

Acrisure is seeking an Account Manager in California to serve as the primary client contact, manage accounts, and support coverage strategies. This on-site role emphasizes accuracy, data integrity, and collaboration with cross-functional teams to issue and renew policies.

Responsibilities include servicing accounts, handling inquiries, marketing and sales support, data maintenance in Applied Systems/EPIC, and coordination with producers.

Qualifications

• Active Health & Life License required.
• Strong organizational skills and initiative.
• Proficient in Microsoft Word, Outlook and Excel.
• Excellent verbal and written communication and interpersonal skills.
• Ability to calculate discounts, premiums, commissions and percentages.
• Reasoning skills to solve practical problems and interpret varied instructions.
• CPCU or related training is a plus.
• Education: High School diploma; 2+ years in employee benefits.

Responsibilities

• Service accounts and transactions: quotes, policies, ID cards, endorsements, certificates, renewals and correspondence.
• Respond to client inquiries and requests in a timely manner.
• Develop coverage strategies and plans as needed.
• Support insurance marketing and sales activities.
• Collect renewal data for assigned accounts.
• Provide claims support as required.
• Maintain client data in the agency management system (Applied Systems/EPIC).
• Document activities in the agency management system.
• Assist other departments to issue policies for mutual clients.
• Keep Producers informed of important activities on accounts.

Skills

Health & Life License

Organizational skills

MS Word

Outlook

Excel

Verbal & written communication

Employee benefits experience

Applied Systems / EPIC

Education

High School diploma

Tools

Applied Systems / EPIC

Employee Navigator

Job description

Acrisure is seeking an Account Manager in California to serve as the primary client contact, manage accounts, and support coverage strategies. This on-site role emphasizes accuracy, data integrity, and collaboration with cross-functional teams to issue and renew policies.

Responsibilities include servicing accounts, handling inquiries, marketing and sales support, data maintenance in Applied Systems/EPIC, and coordination with producers.