Employee Benefits Account Manager

Acrisure Southwest Partners Insurance Services, LLC; Costa Mesa (CA); On-site; USD 74,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life and disability insurance

401(k) plan with immediate vesting

Health Savings Account (HSA) / FSA

Job summary

Acrisure is seeking an Account Manager to serve as a primary client contact, manage coverage strategies, and support policy administration. The role emphasizes accurate data in agency systems, proactive client communication, and industry compliance.

On-site presence is expected to support collaboration and cross-functional teamwork. You will handle policy transactions, renewals, and client inquiries while contributing to insurance marketing and client service excellence within a growing

Qualifications

• Active Health & Life License required.
• Strong organizational skills with the ability to discern priority and initiative.
• Computer skills: Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication and strong interpersonal skills.
• Mathematical skills to calculate discounts, interest, premiums, and commissions.
• Reasoning skills to solve problems and interpret diverse instructions.
• Applied Systems / EPIC experience is a plus.
• Employee Navigator experience is a plus.
• Education: 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 quotes, issuing policies, ID cards, endorsements, certificates, renewals, and correspondence.
• Respond to client inquiries and company requests promptly.
• Develop coverage strategies and plans as needed.
• Insurance marketing and sales activities.
• Collect renewal data on assigned accounts.
• Provide claims support.
• Review new/renewal policies and endorsements for accuracy.
• Maintain client data in Applied Systems / EPIC.
• Document all activities in the agency management system.
• Understand and utilize upload, download, and interface technology.
• Assist other departments to issue appropriate policies.
• Keep Producers informed of important activities on accounts.
• Stay current with industry trends and licensing compliance.
• Maintain knowledge of underwriting requirements and policy provisions.
• Complete other functions and backup duties as assigned.

Skills

Strong organizational skills

Excellent communication

Interpersonal skills

Mathematical skills

Reasoning skills

Education

High School diploma

CPCU or related training

Tools

Applied Systems / EPIC

Employee Navigator

Microsoft Word

Microsoft Excel

Outlook

Job description

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. 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

Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors; they develop coverage strategies and plan with occasional guidance or direct supervision.

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
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning Skills: 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.

Pay Details

The base compensation range for this position is $74,000 - $100,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. 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].