Employee Benefits Account Manager

Acrisure; Corpus Christi (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Wellness resources

Job summary

Acrisure is seeking an Account Manager to serve as the primary day-to-day contact for client service and insurance processing. You will coordinate service deliverables, respond to inquiries, and ensure accurate, efficient responses for external and internal customers.

Ideal candidates have a Health & Life license, strong organization, and proficiency with Applied Systems/EPIC. On-site collaboration and cross-functional partnership are essential to success at Acrisure.

Qualifications

• Active Health & Life License Required.
• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Applied Systems / EPIC experience is a plus.
• Employee Navigator experience 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

Account management

Customer service

Communication

Organizational skills

Problem solving

Education

High School diploma

2 years benefits experience

CPCU or training

Tools

Applied Systems / EPIC

Employee Navigator

Microsoft Word

Outlook

Excel

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary

Acrisure is seeking an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.

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.

Requirements

• Active Health & Life License Required.
• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
• Applied Systems / EPIC experience is a plus.
• Knows and applies principles of insurance to everyday situations.
• Employee Navigator experience a plus.

Education And Experience

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

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

We also offer our employees a comprehensive suite of benefits and perks, including:

• 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.