Benefits Client Success Manager

Acrisure; New Berlin (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) plan

Wellness resources

Job summary

Acrisure is seeking an Account Manager to join our growing team in Wisconsin. The Account Manager is the primary day-to-day contact for service needs for external and internal customers, coordinating team efforts and ensuring accurate, efficient responses.

This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery. On-site collaboration and leadership are essential for success.

Qualifications

• Current Insurance License in Health & Life for the state in which your agency office is located.
• Ability to work toward professional designation
• Experience with Self-Funded plans
• Must be comfortable in an electronic environment with strong computer skills.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.

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.

Skills

People skills

Communication

Teamwork

Computer skills

Detail orientation

Organization

Education

Bachelor's Degree in Business or related field

Tools

Word

PowerPoint

Excel

Job description

Acrisure is seeking an Account Manager to join our growing team in Wisconsin. The Account Manager is the primary day-to-day contact for service needs for external and internal customers, coordinating team efforts and ensuring accurate, efficient responses.

This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery. On-site collaboration and leadership are essential for success.