Employee Benefits Sr. Account Executive

Acrisure; Addison (TX); On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with immediate vesting

Life and disability insurance

Job summary

Acrisure is seeking an Account Executive to manage complex group health plans and serve as a primary client contact. You will develop plans with the sales team, pursue upgrades, and maintain strong client relationships on-site with cross-functional partners.

The role requires extensive experience in account management and sales. The successful candidate will have 5+ years in EB Account Executive roles, an active Health & Life license, and proficiency with agency management software and Microsoft

Qualifications

• Active Health & Life License required.
• 5+ years managing self-insured group health plans.
• Experience with Applied Epic or similar agency management software.
• Strong organizational skills and initiative.
• Excellent verbal and written communication skills.

Responsibilities

• Manage a portfolio of multiple group health plans with precision and professionalism.
• Ensure Plan Sponsor compliance with industry regulations.
• Develop action plans to reach client goals and identify upgrade opportunities.
• Maintain and service an assigned book of business.
• Coordinate with sales and service teams to prepare submissions and proposals.

Education

Associate degree

Tools

Applied Epic

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.

Job Description

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 Executives perform more complex responsibilities and are primary points of contact for the clients they oversee. They are responsible for developing action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios as well as working closely with the sales team to help acquire new clients. Significant professional experience in account management and/or sales is necessary for this position.

Responsibilities

• Managing a portfolio of multiple group health plans, ensuring their employee benefit needs are met with precision and professionalism.
• Ensuring Plan Sponsor compliance with industry regulations.
• Develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios.
• Responsible for maintaining and servicing an assigned book of business
• Prepare and market new and renewal submissions.in conjunction with sales and service team
• Work with insurance carriers to secure quotes and verify required specifications
• Review and process various documents including policies, endorsements and invoices
• Document all activities in agency management system
• Prepare clear and concise proposals to effectively communicate marketing results with clients
• Completes and audits all internal documents, ensuring accuracy
• Coordinate resources, negotiate contracts and agreements, and monitor account performance.
• Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.
• Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.
• Other duties may be assigned or required as needs arise.

Requirements

• Active Health & Life License Required.
• 3 or more years managing self-insured group health plans
• Experience with Applied Epic or similar agency management software
• 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.
• Able to apply principles of insurance to various situations, demonstrating how a range of situations may be affected by the principles of insurance.
• Employee Navigator Experience a plus.

Education and Experience

• Associate degree required.
• 5+ years as an EB Account Executive or similar experience.

Pay Details

The base compensation range for this position is $130 - $175. 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].

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

California Residents

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