Strategic Benefits Account Executive

Acrisure; Minneapolis (MN); On-site; USD 179,000 - 241,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with immediate vesting

Health Savings / Flexible Spending

Job summary

Acrisure, a global fintech leader, seeks an experienced Account Executive to manage a portfolio of self-insured group health plans and drive client success from Minneapolis on-site. You will partner with sales teams to secure new business and enhance existing client portfolios through strategic action plans.

Ideal candidates bring 5+ years in EB account roles, active health licenses, and proficiency with agency software and MS Office.

Qualifications

• Active Health & Life License required.
• 3 or more years managing self-insured group health plans.
• Experience with Applied Epic or similar agency management software.
• Strong organizational skills and ability to discern priority.
• Computer skills: Word, Outlook and Excel.
• Excellent verbal and written communication and interpersonal skills.
• Mathematical skills: calculate discounts, premiums, commissions.
• Reasoning skills: solve problems and interpret instructions.
• Able to apply insurance principles to various situations.
• Employee Navigator experience is a plus.

Responsibilities

• Manage a portfolio of multiple group health plans and ensure employee benefit needs are met with precision and professionalism.
• Ensure Plan Sponsor compliance with industry regulations.
• Develop action plans to reach client goals and suggest upgrades to grow or diversify portfolios.
• Maintain and service an assigned book of business.
• Prepare and market new and renewal submissions with sales and service teams.
• Work with insurance carriers to secure quotes and verify specifications.
• Review and process policies, endorsements and invoices.
• Document activities in agency management system.
• Prepare clear proposals to communicate marketing results to clients.
• Coordinate resources, negotiate contracts and monitor account performance.
• Adhere to policies and workflows; ensure quality control and proper documentation.
• Other duties as needed.

Skills

Active Health & Life License

Organizational skills

Verbal and written communication

Mathematical skills

Reasoning skills

Insurance principles application

Education

Associate degree

Tools

Applied Epic

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

Acrisure, a global fintech leader, seeks an experienced Account Executive to manage a portfolio of self-insured group health plans and drive client success from Minneapolis on-site. You will partner with sales teams to secure new business and enhance existing client portfolios through strategic action plans.

Ideal candidates bring 5+ years in EB account roles, active health licenses, and proficiency with agency software and MS Office.