Employee Benefits Account Executive

Acrisure; New Berlin (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Wellness programs

Job summary

Acrisure, a global Fintech leader, seeks an Employee Benefits Account Executive in Wisconsin to support client retention and growth by applying knowledge of employee benefits and assisting with sales and renewals. You will partner with Senior Account Executives and Account Managers as the day-to-day client contact, coordinating service needs and carrier communications.

Responsibilities include developing renewal strategies, collaborating with internal teams, managing enrollment timelines, and

Qualifications

• Ability to manage client relationships and renewals.
• Understanding of employee benefits regulations and compliance.
• Proficiency with MS Office, especially Excel and PowerPoint.
• Capable of performing customized financial analysis and presenting insights.
• Clear verbal and written communication across all levels.
• Excellent attention to detail.

Responsibilities

• Develop and execute benefit renewal strategies with the team.
• Coordinate with Account Managers and internal teams.
• Maintain relationships with vendors and carriers.
• Present renewal details and drive cost containment.
• Oversee Open Enrollment timelines and client expectations.
• Identify opportunities for additional services.
• Support on-site collaboration and cross-functional partnerships.

Skills

Client relationships

Regulatory knowledge

Excel & PowerPoint

Financial analysis

Communication skills

Detail-oriented

2-4+ years experience

Education

State Life and Health Producers license

Tools

Epic

Employee Navigator

Job description

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to nearly $5B in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

The Employee Benefits Account Executive supports the retention and growth of client relationships by delivering a high-quality client experience, applying a working knowledge of employee benefits solutions, and assisting with the sales and renewal process to help achieve client objectives. The Account Executive partners closely with Senior Account Executives and Account Managers to support existing client relationships and the acquisition of new business. They serve as a day-to-day client contact, assisting with coordination of service needs and financial matters, including carrier communications and fee administration.

Responsibilities:

• Responsible for clients’ employee benefit experience, accountable for developing and executing the benefit strategy and ensuring service standards are met.
• Collaborates with Account Managers and internal teams
• Maintains positive working relationships with vendors and carriers.
• Creates client renewal strategy and ensures that it is successfully executed by the team.
• Directs client benefit communication needs including wellness programs and benefit enrollment.
• Stays up to date with industry trends, and compliance deliverables for clients.
• Participates in self-funded and alternative funding discussions alongside data analytics team.
• Responsible for coordinating, presenting renewal details and driving cost containment strategies.
• Manage and oversee the Open Enrollment timeline to ensure that client expectations are met.
• Identifies opportunities for additional services, round out opportunities and collaborates Client Advisor and team members.

Requirements:

• Proven professional history of success at managing client relationships.
• Demonstrates a working knowledge of employee benefit regulations and compliance requirements, with ongoing development expected.
• Proficient in MS Office Suite, especially Excel and PowerPoint.
• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.
• Ability to communicate with all levels of an organization, verbally and in writing required
• Excellent attention to detail is required

Education and Experience:

• 2-4+ years of account management experience of mid-large complex Employee Benefits experience. (100+ employees).
• State Life and Health Producers license is required, industry professional designation a plus.
• Self-funded experience is required.
• Epic and Employee Navigator are preferred and/or other agency management systems.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.