Client-Focused Employee Benefits Account Manager

Acrisure; Costa Mesa (CA); On-site; USD 74,000 - 100,000; Full time

Job summary

Acrisure, a global fintech leader, is seeking an Account Manager to serve as a primary contact for clients and manage coverage strategies, renewals, and policy endorsements at our Costa Mesa office.

This role requires an active health & life license, strong organizational and communication skills, and 2+ years in employee benefits. The base compensation ranges from $74,000 to $100,000 with comprehensive benefits; on-site collaboration is emphasized.

Qualifications

• High School diploma required.
• Minimum of 2 years of experience in employee benefits.
• CPCU or special training course completion is 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

Strong organizational skills

Excellent verbal and written communic.

Mathematical skills

Reasoning skills

Interpersonal skills

Attention to detail

Education

High School diploma

CPCU or special training

Tools

Applied Systems / EPIC

Employee Navigator

Microsoft Word

Microsoft Outlook

Excel

Job description

Acrisure, a global fintech leader, is seeking an Account Manager to serve as a primary contact for clients and manage coverage strategies, renewals, and policy endorsements at our Costa Mesa office.

This role requires an active health & life license, strong organizational and communication skills, and 2+ years in employee benefits. The base compensation ranges from $74,000 to $100,000 with comprehensive benefits; on-site collaboration is emphasized.