Employee Benefits Account Manager

Acrisure

Okemos (MI)

On-site

USD 55,000 - 75,000

Full time

13 days ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Plan
Life & Disability Insurance
Wellness resources
Paid time off

Job summary

Acrisure is seeking an Account Manager to serve as the primary day-to-day contact for service needs of external and internal customers. You will facilitate service deliverables, ensure accurate insurance processing, and deliver exceptional customer experience.

Requires subject matter expertise in client services, coordination, and data accuracy in agency management systems. The role emphasizes collaboration with cross-functional teams, handling renewals, endorsements, and communications, with

Qualifications

  • Active Health & Life License required.
  • Strong organizational, prioritization, and initiative skills.
  • Proficient with Microsoft Word, Outlook, and Excel.
  • Excellent verbal and written communication and strong interpersonal skills.
  • Ability to analyze figures such as discounts, premiums, commissions.

Responsibilities

  • Service accounts and manage transactions including quotes, policies, IDs, endorsements, certificates, renewals, and correspondence.
  • Respond to client inquiries and company requests promptly.
  • Develop coverage strategies and plans as needed.
  • Conduct insurance marketing and sales activities.
  • Collect renewal data for assigned accounts.
  • Provide claims support and ensure data accuracy in the agency management system.
  • Review new/renewal policies for accuracy and compliance.
  • Document all activities in Applied Systems/EPIC.
  • Utilize upload/download interfaces and assist other departments as needed.
  • Keep Producers informed of important activities and potential issues.

Skills

Organizational skills
Verbal & written communication
Mathematical skills
Reasoning skills
Microsoft Word/Outlook/Excel

Education

High School diploma
2+ years employee benefits experience
CPCU or related training

Tools

Applied Systems/EPIC
Employee Navigator

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

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
  • 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.

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.

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 leaves@acrisure.com.

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.

Recruitment Fraud

Please visit here to learn more about our Recruitment Fraud Notice.

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