Benefits Client Success Manager

Acrisure Trade Credit; New Berlin (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Wellness benefits

Job summary

Acrisure is seeking an Account Manager to join our growing team. The Account Manager serves as the primary day-to-day contact for service needs for external and internal customers, coordinating, delivering, and optimizing the client experience across insurance processing and renewals.

Responsibilities include leading team operations, coaching Account Associates, supporting Producers and Account Executives, ensuring service standards, and driving proactive renewal strategies.

Qualifications

• Excellent people skills and ability to work well in a team environment.
• Excellent verbal and written communication skills.
• Ability to work toward professional designation. Experience with Self-Funded plans.
• Current Insurance License in Health & Life for the state in which your agency office is located.

Responsibilities

• Manages the overall team operations, client coordination, and customer service delivery.
• Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
• Assists Producers and Account Executives with Client service commitments.
• Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
• Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
• Manages the new business and renewal process, as well as oversees day to day client changes.
• Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals.
• Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
• Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
• Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.
• Reviews quotes for accuracy against supporting documents.
• Negotiates additional coverage/price with the underwriter.
• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.

Skills

People skills

Communication

Teamwork

Education

Bachelor’s Degree in Business or related field

High school diploma (college preferred)

Tools

Word

PowerPoint

Excel

Job description

Acrisure is seeking an Account Manager to join our growing team. The Account Manager serves as the primary day-to-day contact for service needs for external and internal customers, coordinating, delivering, and optimizing the client experience across insurance processing and renewals.

Responsibilities include leading team operations, coaching Account Associates, supporting Producers and Account Executives, ensuring service standards, and driving proactive renewal strategies.