Senior Employee Benefits Account Executive

Acrisure; New Berlin (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive medical and dental insurance

Generous paid time off

401(k) plan with immediate vesting

Paid maternity and paternity leave

Employee Assistance Program

Job summary

Acrisure is seeking a Sr. Employee Benefits Account Executive to enhance and retain client relationships, ensuring excellent service standards. The role requires strong experience in managing benefits for large organizations, executing benefit strategies, and mentoring junior staff.

Responsibilities include coordinating client renewals and maintaining compliance with benefit laws, while fostering positive vendor relationships. Join Acrisure to make an impact in the Fintech space!

Qualifications

• Proven professional history of success managing client relationships.
• Ability to calculate customized financial analysis and present data interpretations.
• Comfortable with on-site presence to support collaboration and leadership.

Responsibilities

• Develop and execute client benefit strategy and service standards.
• Mentor and coach Account Managers and junior support staff.
• Coordinate and present renewal details, driving cost containment strategies.

Skills

Client relationship management

Understanding of benefit laws

Financial analysis

Attention to detail

Communication skills

Education

4+ years of account management experience

State Life and Health Producers license

Self-funded experience

Proficiency in MS Office Suite

Tools

Epic

Employee Navigator

Job description

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to nearly $5B in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary

The Sr. Employee Benefits Account Executive is responsible for retaining and expanding client relationships, improving the client experience by demonstrating expertise as a professional insurance advisor, and facilitating the sales cycle of identified opportunities to achieve client goals. The AE champions relationships with existing accounts and supports the acquisition of new clients. They partner with the Account Managers to service as the primary contact for the client for matters related to their financial responsibilities, such as carrier fees.

Responsibilities

• Senior level contact responsible for clients’ employee benefit experience, accountable for developing and executing the benefit strategy and ensuring service standards are met.
• Directs/Mentors/Coaches Account Managers (AM) and junior level support staff, supporting the assigned employee benefit client.
• Acts as an ambassador with vendors and carriers promoting positive working relationships.
• Creates client renewal strategy and ensures that it is successfully executed by the team.
• Directs client benefit communication needs including wellness programs and benefit enrollment.
• Stays up to date with industry trends, and compliance deliverables for clients.
• Leads Self-funding marketing alongside data analytics team.
• Responsible for coordinating, presenting renewal details and driving cost containment strategies.
• Manage and oversee the Open Enrollment timeline to ensure that client expectations are met.
• Responsible for rounding out existing client accounts at the time of pre-renewal.

Requirements

• Proven professional history of success at managing client relationships.
• Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards.
• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.
• Excellent attention to detail is required.
• Ability to communicate with all levels of an organization verbally and in writing.

Education and Experience

• 4+ years of account management experience of large complex Employee Benefits experience. (100+ employees).
• State Life and Health Producers license is required, industry professional designation a plus.
• Self-funded experience is required.
• Epic and Employee Navigator are preferred and/or other agency management systems.
• Proficient in MS Office Suite, especially Excel and PowerPoint.

On-site Presence

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. 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.

Privacy and Recruitment

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

Welcome, your new opportunity awaits you.