Senior Benefits Account Lead: Strategic Client Partner

Acrisure; San Jose (CA); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Acrisure is seeking a Sr. Benefits Account Manager to support a portfolio of employee benefits clients. You will apply insurance principles, manage complex accounts, and provide strategic guidance on health, dental, vision, life, and disability plans.

The role focuses on relationship management, plan design, and collaboration with carriers. Strong communication and regulatory knowledge are essential; on-site presence is expected in a team-driven environment.

Qualifications

• Demonstrated verbal and written communication skills including grammar, spelling, and punctuation.
• High degree of critical thinking; ability to problem solve in dynamic environments.
• Strong attention to detail with accurate, error-free work.
• Understanding of insurance concepts and laws related to employee benefits.
• Ability to adapt to changing priorities in a fast-paced setting.

Responsibilities

• Serve as the primary point of contact for a portfolio of employee benefits clients.
• Develop and maintain strong client relationships to understand needs and challenges.
• Conduct regular meetings with clients to review programs and discuss improvements.
• Provide strategic advice on health, dental, vision, life, and disability plans.
• Analyze current programs and recommend enhancements.
• Stay informed about industry trends and regulatory changes affecting benefits.
• Collaborate with clients to design and implement benefit plans within budgets.
• Negotiate plan terms, pricing, and services with carriers and vendors.
• Oversee implementation of new benefits plans and ensure smooth transitions.
• Ensure compliance with ACA, ERISA, HIPAA, 125 plans, SPD, FSA, HRA, and COBRA.
• Assist with enrollment, claims, and communications; educate employees.
• Prepare communications materials and respond to inquiries promptly.
• Mentor junior staff and coordinate with sales, underwriting, and customer service.
• Coordinate pre-renewal strategy and presentations for designated groups.
• Present renewals and confirm client decisions; support marketing and open enrollment.

Skills

Verbal & written comms

Critical thinking

Attention to detail

MS Office proficient

Relationship management

Team collaboration

Education

Bachelor’s degree or higher

L&H license

Tools

Applied Epic

Microsoft Office

Ease

Employee Navigator

Suvaun

Job description

Acrisure is seeking a Sr. Benefits Account Manager to support a portfolio of employee benefits clients. You will apply insurance principles, manage complex accounts, and provide strategic guidance on health, dental, vision, life, and disability plans.

The role focuses on relationship management, plan design, and collaboration with carriers. Strong communication and regulatory knowledge are essential; on-site presence is expected in a team-driven environment.