Employee Benefits Sr. Account Manager

Acrisure; Morgan Hill (CA); Presencial; USD 110 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

Life and disability insurance

401(k) plan

HSA/FSA options

Commuter benefits

Paid time off

Resumo da oferta

The Sr. Benefits Account Manager at Acrisure sits at the heart of client relationships, applying deep knowledge of employee benefits to design and manage programs that meet client goals.

You will act as primary contact for a portfolio of benefits clients, coordinating with carriers, vendors, and internal teams to deliver responsive service. This on-site role emphasizes strategic guidance, regulatory awareness (ACA, ERISA, HIPAA, COBRA), and ongoing education for clients and account teams, with

Qualificações

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Understanding of insurance concepts and applicable law as it related to employee benefits.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office

Responsabilidades

• Serve as the primary contact for a portfolio of employee benefits clients.
• Develop and maintain a strong relationship with clients to understand their needs, objectives, and challenges.
• Conduct regular meetings with clients to review their benefit programs and discuss potential improvements.
• Provide strategic advice to clients on employee benefits plans, including health, dental, vision, life, and disability insurance.
• Analyze and evaluate clients’ current benefit programs and make recommendations for enhancements.
• Stay informed about industry trends and regulatory changes that may impact clients’ benefits strategies.
• Collaborate with clients to design and implement employee benefits plans that align with their objectives and budget.
• Work with insurance carriers and vendors to negotiate plan terms, pricing, and services.
• Oversee the implementation of new benefits plans, ensuring a smooth transition for clients and their employees.
• Ensure clients’ benefits plans comply with all applicable laws and regulations.
• Provide guidance on compliance issues, including the Affordable Care Act (ACA), ERISA, HIPAA, section 125 plans, SPD, FSA, HRA, form 5500 filing and COBRA.
• Assist clients with benefits administration, including enrollment, claims, and employee communications.
• Conduct benefits education for clients and their employees to explain plan options and changes.
• Prepare and distribute communications materials, such as newsletters, brochures, and presentations.
• Address client and employee inquires promptly and professionally.
• Mentor and provide guidance to junior account managers and support staff.
• Collaborate with internal teams, including sales, underwriting, and customer service to ensure client satisfaction.
• Participate in cross-functional projects and initiatives to improve service delivery and operational efficiency.
• Serves as the primary group level contact for day-to-day requests, account oversight and escalation for critical client service issues, responding timely and accurately to ensure client satisfaction.
• Responsible for coordinating the pre-renewal strategy and planning of assigned groups, including the scheduling of meetings, marketing, quoting, plan analysis and compilation of presentation materials.
• Present renewals, recommend benefit plan options, and confirm client decisions for designated accounts.
• Strategize with the account executive/broker to support all marketing, renewal, and open enrollment related activities.
• Serves as knowledgeable resource for account management support team and clients in areas of eligibility, claims, COBRA, underwriting guidelines, and employee benefits compliance.
• Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes.
• Acquire and maintain high level experience in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun and other agency supported technology tools.
• Pursues professional development and continuing education by keeping current with technology tools, regulatory changes, product and service enhancements, and other industry trends.
• Other duties as assigned.
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Conhecimentos

Verbal and written communication

Critical thinking / problem solving

Attention to detail

Understanding of insurance concepts

MS Office proficiency

Independent and team work

Formação académica

Bachelor’s degree or higher

Ferramentas

Applied Epic

Ease

Employee Navigator

Suvaun

Microsoft Office

Descrição da oferta de emprego

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

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.

About The Role

The role of the Sr. Benefits Account Manager is to support the team through their professional experience in account management. The Sr. Benefits Account Manager applies the core principles of insurance to everyday situations and demonstrates the skills and knowledge to understand specific needs or requirements that may require an inventive approach. Sr. Benefits Account Managers perform more advanced responsibilities and are primarily points of contact for the clients they oversee. They develop coverage strategies and plans. Sr. Benefit Account Managers have their own accounts and likely work with more complex or demanding clients. This role requires strong relationship management skills, deep knowledge of employee benefits products and the ability to provide strategic advice to clients. Required to have the necessary insurance license(s).

Responsibilities

• Serve as the primary point of contact for a portfolio of employee benefits clients.
• Develop and maintain a strong relationship with clients to understand their needs, objectives, and challenges.
• Conduct regular meetings with clients to review their benefit programs and discuss potential improvements.
• Provide strategic advice to clients on employee benefits plans, including health, dental, vision, life, and disability insurance.
• Analyze and evaluate clients’ current benefit programs and make recommendations for enhancements.
• Stay informed about industry trends and regulatory changes that may impact clients’ benefits strategies.
• Collaborate with clients to design and implement employee benefits plans that align with their objectives and budget.
• Work with insurance carriers and vendors to negotiate plan terms, pricing, and services.
• Oversee the implementation of new benefits plans, ensuring a smooth transition for clients and their employees.
• Ensure clients’ benefits plans comply with all applicable laws and regulations.
• Provide guidance on compliance issues, including the Affordable Care Act (ACA), ERISA, HIPAA, section 125 plans, SPD, FSA, HRA, form 5500 filing and COBRA.
• Assist clients with benefits administration, including enrollment, claims, and employee communications.
• Conduct benefits education for clients and their employees to explain plan options and changes.
• Prepare and distribute communications materials, such as newsletters, brochures, and presentations.
• Address client and employee inquires promptly and professionally.
• Mentor and provide guidance to junior account managers and support staff.
• Collaborate with internal teams, including sales, underwriting, and customer service to ensure client satisfaction.
• Participate in cross-functional projects and initiatives to improve service delivery and operational efficiency.
• Serves as the primary group level contact for day-to-day requests, account oversight and escalation for critical client service issues, responding timely and accurately to ensure client satisfaction.
• Responsible for coordinating the pre-renewal strategy and planning of assigned groups, including the scheduling of meetings, marketing, quoting, plan analysis and compilation of presentation materials.
• Present renewals, recommend benefit plan options, and confirm client decisions for designated accounts.
• Strategize with the account executive/broker to support all marketing, renewal, and open enrollment related activities.
• Serves as knowledgeable resource for account management support team and clients in areas of eligibility, claims, COBRA, underwriting guidelines, and employee benefits compliance.
• Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes.
• Acquire and maintain high level experience in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun and other agency supported technology tools.
• Pursues professional development and continuing education by keeping current with technology tools, regulatory changes, product and service enhancements, and other industry trends.
• Other duties as assigned.
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Understanding of insurance concepts and applicable law as it related to employee benefits.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
• Works well with minimal supervision; able to function independently and as part of a team.

Education/Experience

• Bachelor’s degree or higher is preferred, or equitable experience.
• Five + years’ experience servicing employee benefit clients in the small and large group segment
• Ability to ability to management multiple clients and projects simultaneously.
• L&H license required.

Pay Details

The base compensation range for this position is $110,000 - $130,000. 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

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 [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

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.

Welcome, your new opportunity awaits you.