Senior Benefits Account Manager & Client Services Lead

Acrisure; Mahwah (NJ); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

HSA/FSA options

Paid time off & holidays

Employee Assistance Program (EAP)

Calm app subscription

Commuter benefits

Pet insurance

Job summary

Acrisure, a global fintech leader, seeks a Senior Account Manager to be the primary day-to-day contact for service needs of external and internal customers. You will facilitate team service deliverables, coordinate client services, and ensure accurate insurance processing and customer experience delivery.

This role requires subject matter expertise in client services and coordination, plus the ability to drive renewal processes and client communications.

Qualifications

• Current Insurance License in Health & Life for the state in which your agency office is located.
• Ability to work toward professional designation.
• Must be comfortable in an electronic environment with strong computer skills.
• Strong working knowledge of Word, PowerPoint, and Excel.

Responsibilities

• Manages the overall team operations, client coordination, and customer service delivery.
• Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
• Assists Producers and Account Executives with Client service commitments.
• Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
• Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
• Manages the new business and renewal process, as well as oversees day to day client changes.
• Accountable for client service delivery through: High and/or increased client retention, Referrals and Uneventful renewals
• Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information
• Manages renewal marketing plan with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
• Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter.
• Quickly and accurately completes the renewal bind processes and checklist
• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.

Skills

Insurance license

Customer service

Team coordination

Excellent communication

Education

Bachelor’s degree in Business or related field OR equivalent experience

High school diploma

Tools

Excel

Word

PowerPoint

Job description

Acrisure, a global fintech leader, seeks a Senior Account Manager to be the primary day-to-day contact for service needs of external and internal customers. You will facilitate team service deliverables, coordinate client services, and ensure accurate insurance processing and customer experience delivery.

This role requires subject matter expertise in client services and coordination, plus the ability to drive renewal processes and client communications.