Senior Employee Benefits Strategist

Acrisure Trade Credit; San Jose (CA); Presencial; USD 110.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

401(k) with immediate vesting

HSA & FSA options

PTO & holidays

EAP & Calm app

Descripción de la vacante

Acrisure is seeking a Senior Benefits Account Manager to support a portfolio of employee benefits clients with strategic guidance and top-tier relationship management. The role emphasizes deep knowledge of benefits products and adherence to regulatory requirements.

The position requires a Bachelor’s or higher and an L&H license, with 5+ years in client service. This on-site role offers competitive compensation and substantial collaboration across sales, underwriting, and service teams.

Formación

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

Responsabilidades

• 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 ACA, ERISA, HIPAA, 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 inquiries promptly and professionally.
• Mentor and provide guidance to junior account managers and support staff.
• Collaborate with internal teams to ensure client satisfaction.
• Participate in cross-functional projects to improve service delivery.

Conocimientos

Relationship management

Account management

Communication skills

Regulatory knowledge

Educación

Bachelor’s degree or higher

L&H license

Herramientas

Applied Epic

Microsoft Office

Ease

Employee Navigator

Suvaun

Descripción del empleo

Acrisure is seeking a Senior Benefits Account Manager to support a portfolio of employee benefits clients with strategic guidance and top-tier relationship management. The role emphasizes deep knowledge of benefits products and adherence to regulatory requirements.

The position requires a Bachelor’s or higher and an L&H license, with 5+ years in client service. This on-site role offers competitive compensation and substantial collaboration across sales, underwriting, and service teams.