Employee Benefits Account Executive

Acrisure Midwest Partners Insurance Services, LLC; New Berlin (WI); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) with immediate vesting

HSA/FSA options

Paid time off & holidays

Employee Assistance Program (EAP)

Job summary

Acrisure Midwest Partners Insurance Services, LLC is seeking an Employee Benefits Account Executive to support client relationships, renewals, and enrollment activities. You will work with Senior Account Executives and Account Managers to deliver high-quality service, coordinate with carriers, and assist with financial matters to meet client objectives.

Ideal candidates will have 2–4+ years of mid-large account management in employee benefits, state Life/Health license, and experience with

Qualifications

• Proven professional history of success at managing client relationships.
• Working knowledge of employee benefit regulations and compliance requirements.
• Proficient in MS Office Suite, especially Excel and PowerPoint.
• Ability to calculate customized financial analysis and present data interpretation.
• Ability to communicate with all organizational levels, verbally and in writing.
• Excellent attention to detail.

Responsibilities

• Responsible for clients’ employee benefit experience and develop renewal strategy.
• Collaborates with Account Managers and internal teams.
• Maintains relationships with vendors and carriers.
• Directs renewal details and cost containment strategies.
• Coordinate renewal communications and enrollment activities.
• Support self-funded and alternative funding discussions with data analytics team.
• Oversee Open Enrollment timelines and client expectations.
• Identify opportunities for additional services and collaborate with team.

Skills

Client relationship management

MS Office (Excel, PowerPoint)

Financial analysis

Communication skills

Attention to detail

Education

State Life and Health Producer 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.
• #LI-KB1 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.