Benefits Account Manager - Insurance & Client Growth

Acrisure; St. Louis (MO); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life and disability insurance

401(k) with immediate vesting

Calm app subscription

Paid volunteer/charity time

Job summary

Acrisure, a global fintech and insurance solutions leader, is hiring an Account Manager to serve as a primary contact for client accounts. You will develop coverage strategies, handle quotes and endorsements, renewals, and client inquiries while coordinating with back-office systems.

The role emphasizes on-site collaboration, cross-functional partnership, and ongoing knowledge of underwriting and policy provisions to ensure accurate, timely delivery of services.

Qualifications

• Active Health & Life License Required.
• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
• Applied Systems / EPIC experience is a plus.
• Knows and applies principles of insurance to everyday situations.
• Employee Navigator experience a plus.

Responsibilities

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Develop coverage strategies and plans, as necessary.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
• Document all activities in agency management system (Applied Systems / EPIC)
• Understand and utilize upload, download, and interface technology.
• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers
• Maintain knowledge of policy provisions and any changes in these provisions
• Complete other functions and assignments assigned, including backup duties.

Skills

Organizational skills

Communication skills

Mathematical skills

Reasoning skills

Insurance knowledge

Health & Life license

Team collaboration

Education

High School diploma

CPCU or special training

Tools

Applied Systems / EPIC

Employee Navigator

Microsoft Word

Outlook

Excel

Job description

Acrisure, a global fintech and insurance solutions leader, is hiring an Account Manager to serve as a primary contact for client accounts. You will develop coverage strategies, handle quotes and endorsements, renewals, and client inquiries while coordinating with back-office systems.

The role emphasizes on-site collaboration, cross-functional partnership, and ongoing knowledge of underwriting and policy provisions to ensure accurate, timely delivery of services.