Strategic Senior Benefits Account Manager

Acrisure; Morgan Hill (CA); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life and disability insurance

401(k) plan

HSA/FSA options

Commuter benefits

Paid time off

Job summary

The Sr. Benefits Account Manager at Acrisure sits at the heart of client relationships, applying deep knowledge of employee benefits to design and manage programs that meet client goals.

You will act as primary contact for a portfolio of benefits clients, coordinating with carriers, vendors, and internal teams to deliver responsive service. This on-site role emphasizes strategic guidance, regulatory awareness (ACA, ERISA, HIPAA, COBRA), and ongoing education for clients and account teams, with

Qualifications

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Understanding of insurance concepts and applicable law as it related to employee benefits.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office

Responsibilities

• Serve as the primary 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 Affordable Care Act (ACA), ERISA, HIPAA, section 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 inquires promptly and professionally.
• Mentor and provide guidance to junior account managers and support staff.
• Collaborate with internal teams, including sales, underwriting, and customer service to ensure client satisfaction.
• Participate in cross-functional projects and initiatives to improve service delivery and operational efficiency.
• Serves as the primary group level contact for day-to-day requests, account oversight and escalation for critical client service issues, responding timely and accurately to ensure client satisfaction.
• Responsible for coordinating the pre-renewal strategy and planning of assigned groups, including the scheduling of meetings, marketing, quoting, plan analysis and compilation of presentation materials.
• Present renewals, recommend benefit plan options, and confirm client decisions for designated accounts.
• Strategize with the account executive/broker to support all marketing, renewal, and open enrollment related activities.
• Serves as knowledgeable resource for account management support team and clients in areas of eligibility, claims, COBRA, underwriting guidelines, and employee benefits compliance.
• Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes.
• Acquire and maintain high level experience in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun and other agency supported technology tools.
• Pursues professional development and continuing education by keeping current with technology tools, regulatory changes, product and service enhancements, and other industry trends.
• Other duties as assigned.
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Skills

Verbal and written communication

Critical thinking / problem solving

Attention to detail

Understanding of insurance concepts

MS Office proficiency

Independent and team work

Education

Bachelor’s degree or higher

Tools

Applied Epic

Ease

Employee Navigator

Suvaun

Microsoft Office

Job description

The Sr. Benefits Account Manager at Acrisure sits at the heart of client relationships, applying deep knowledge of employee benefits to design and manage programs that meet client goals.

You will act as primary contact for a portfolio of benefits clients, coordinating with carriers, vendors, and internal teams to deliver responsive service. This on-site role emphasizes strategic guidance, regulatory awareness (ACA, ERISA, HIPAA, COBRA), and ongoing education for clients and account teams, with