Hybrid Account Manager – Employee Benefits

at Acrisure

• Job title: Account Manager – Employee Benefits
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Marquette, United States

About the role

• Account Manager acting as the primary contact for client services and team coordination at Acrisure. Responsible for enhancing customer experience and overseeing daily operations in insurance.

Responsibilities

• Manages the overall team operations, client coordination, and customer service delivery
• This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload
• Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members
• Assists Producers and Account Executives with Client service commitments
• Ensures service standards are met, trends are identified, and process improvements are implemented on the team
• Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success
• Manages the new business and renewal process, as well as oversees day to day client changes
• Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals
• Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes
• Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed
• Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting
• Reviews quotes for accuracy against supporting documents
• Negotiates additional coverage/price with the underwriter
• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file
• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests

Requirements

• Current Insurance License in Life and Health for the state in which your agency office is located (Michigan)
• Ability to work toward professional designation
• Must be comfortable in an electronic environment with strong computer skills
• Strong working knowledge of Word, PowerPoint, and Excel
• Excellent people skills and ability to work well in a team environment
• Excellent verbal and written communication skills
• Strong organizational skills and attention to detail
• High school diploma (college preferred)
• Bachelor’s Degree in a Business or related field OR equivalent relevant experience
• A minimum of 5 years' experience within the insurance industry or business-related experience

Benefits

• Competitive compensation
• Generous vacation policy, paid holidays, and paid sick time
• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
• Company-paid Short-Term and Long-Term Disability Insurance
• Company-paid Group Life insurance
• Company-paid Employee Assistance Program (EAP) and Calm App subscription
• Employee-paid Pet Insurance and optional supplemental insurance coverage
• Vested 401(k) with company match and financial wellness programs
• Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
• Paid maternity leave, paid paternity leave, and fertility benefits
• Career growth and learning opportunities