Strategic Employee Benefits Account Manager

Acrisure; Mahwah (NJ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid time off

401(k) with immediate vesting

Family leave

Job summary

Acrisure is seeking an Account Manager to serve as the primary contact for client accounts, developing coverage strategies and handling routine tasks such as quotes, endorsements, renewals, and inquiries. This role emphasizes collaboration with producers and cross-functional teams to ensure accurate policy administration.

The position requires an active Health & Life license, strong organizational and communication skills, and experience with agency management systems.

Qualifications

• High School diploma required.
• Minimum of 2 years of experience in employee benefits.
• CPCU or special training course completion is 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

Organizational skills

MS Word/Outlook/Excel

Verbal and written communication

Mathematical abilities

Reasoning skills

Applied Systems / EPIC experience

Employee Navigator experience

Insurance knowledge

Education

High School diploma

CPCU or related training

Tools

Applied Systems / EPIC

Employee Navigator

Job description

Acrisure is seeking an Account Manager to serve as the primary contact for client accounts, developing coverage strategies and handling routine tasks such as quotes, endorsements, renewals, and inquiries. This role emphasizes collaboration with producers and cross-functional teams to ensure accurate policy administration.

The position requires an active Health & Life license, strong organizational and communication skills, and experience with agency management systems.