Strategic Benefits Account Manager | Insurance & HR Solutions

Acrisure; Corpus Christi (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Wellness resources

Job summary

Acrisure is seeking an Account Manager to serve as the primary day-to-day contact for client service and insurance processing. You will coordinate service deliverables, respond to inquiries, and ensure accurate, efficient responses for external and internal customers.

Ideal candidates have a Health & Life license, strong organization, and proficiency with Applied Systems/EPIC. On-site collaboration and cross-functional partnership are essential to success at Acrisure.

Qualifications

• Active Health & Life License Required.
• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• Excellent verbal and written communication skills as well as strong interpersonal skills
• Applied Systems / EPIC experience is a plus.
• Employee Navigator experience a plus.

Responsibilities

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Develop coverage strategies and plans, as necessary.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts.
• Claims support.
• Review new/renewal policies and endorsements to ensure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
• Document all activities in agency management system (Applied Systems / EPIC)
• Understand and utilize upload, download, and interface technology.
• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers
• Maintain knowledge of policy provisions and any changes in these provisions
• Complete other functions and assignments assigned, including backup duties.

Skills

Account management

Customer service

Communication

Organizational skills

Problem solving

Education

High School diploma

2 years benefits experience

CPCU or training

Tools

Applied Systems / EPIC

Employee Navigator

Microsoft Word

Outlook

Excel

Job description

Acrisure is seeking an Account Manager to serve as the primary day-to-day contact for client service and insurance processing. You will coordinate service deliverables, respond to inquiries, and ensure accurate, efficient responses for external and internal customers.

Ideal candidates have a Health & Life license, strong organization, and proficiency with Applied Systems/EPIC. On-site collaboration and cross-functional partnership are essential to success at Acrisure.