Benefits Account Manager - Insurance & Client Services

Acrisure; San Antonio (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with immediate vesting

Paid time off and holidays

Fertility benefits and wellness tools

Job summary

Acrisure is seeking an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers.

They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.

Qualifications

• High School diploma required.
• Minimum of 2 years of experience in employee benefits.
• CPCU or special training course completion is a plus.
• Active Health & Life License Required.

Responsibilities

• Service accounts, including quotes and issuing policies, ID cards, endorsements, certificates, claims, renewals, and correspondence.
• Respond to client inquiries and company requests promptly.
• Develop coverage strategies and plans as necessary.
• Insurance marketing and sales.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Assist other departments in securing and/or providing information to issue appropriate policies.

Skills

Organizational skills

Verbal and written communication

Insurance knowledge

Client service

Attention to detail

Education

High School diploma

CPCU or related training

Tools

Applied Systems / EPIC

Employee Navigator

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

Acrisure is seeking an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers.

They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.