Strategic Employee Benefits Account Manager

Acrisure; North Augusta (GA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with employer match

Paid time off & holidays

Paid parental leave

Job summary

Acrisure, a global fintech-driven insurance leader, is seeking an Account Manager to serve as the primary contact for clients, developing coverage strategies and coordinating renewals and endorsements. This role emphasizes on-site collaboration, data accuracy in EPIC, and proactive client service to drive policy success.

Ideal candidates bring health and life license, strong organizational and communication skills, and experience with Applied Systems/EPIC and insurance principles.

Qualifications

• Active Health & Life License required.
• Strong organizational skills with ability to prioritize.
• Proficient with MS Word, Outlook and Excel.
• Excellent verbal and written communication; strong interpersonal skills.

Responsibilities

• Service accounts, including quotes, policy issuance, ID cards, endorsements, certificates, renewals and correspondence.
• Respond to client inquiries and internal requests promptly.
• Develop coverage strategies and plans as needed.
• Insurance marketing and sales.
• Collect renewal data for accounts.
• Provide claims support and data maintenance in the agency system.
• Maintain client data accuracy in Applied Systems / EPIC.
• Document activities in the agency system.
• Assist other departments to issue policies for mutual clients.
• Keep Producers informed of key activities and potential issues.

Skills

Licensure (Health & Life)

Organization

MS Word/Outlook/Excel

Communication (verbal & written)

Mathematical skills (premiums/commiss)

Reasoning skills

EPIC / Applied Systems

Insurance principles

Employee Navigator experience

Education

High School diploma

CPCU or related training

Tools

Applied Systems / EPIC

Employee Navigator

Job description

Acrisure, a global fintech-driven insurance leader, is seeking an Account Manager to serve as the primary contact for clients, developing coverage strategies and coordinating renewals and endorsements. This role emphasizes on-site collaboration, data accuracy in EPIC, and proactive client service to drive policy success.

Ideal candidates bring health and life license, strong organizational and communication skills, and experience with Applied Systems/EPIC and insurance principles.