Minimum of 2 years of experience in employee benefits
Strong organizational skills with the ability to prioritize tasks
Excellent verbal and written communication skills
Proficient in Microsoft Word, Outlook, and Excel
Mathematical skills for calculating premiums and commissions
Experience with Applied Systems / EPIC is a plus
Responsibilities
Service accounts by processing transactions like quotes and policy issues
Respond promptly to client inquiries and company requests
Develop coverage strategies and plans as needed
Engage in insurance marketing and sales activities
Collect renewal data for assigned accounts
Provide claims support to clients
Review policies and endorsements for accuracy
Benefits
Comprehensive medical, dental, and vision insurance
Generous paid time off and holidays
Immediate vesting in a 401(k) plan
Paid maternity and paternity leave
Employee Assistance Program (EAP) and wellness resources
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Pet insurance coverage
Full Job Description
Job Description
Job Summary
Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors; they develop coverage strategies and plan with occasional guidance or direct supervision.
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.
Requirements:
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
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
Applied Systems / EPIC experience is a plus.
Knows and applies principles of insurance to everyday situations.
Employee Navigator experience a plus.
Education and Experience:
High School diploma required.
Minimum of 2 years of experience in employee benefits.
CPCU or special training course completion is a plus.
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Pay Details:
The base compensation range for this position is $70,000 - $95,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
... and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
About Acrisure
Acrisure is an insurance brokerage firm that provides a range of insurance products and services to businesses and individuals. The company was founded in 2005 and is headquartered in Caledonia, Michigan. Acrisure offers a wide range of insurance products, including property and casualty, employee benefits, and personal lines insurance. The company has grown rapidly through a series of acquisitions, and now has over 500 offices in the United States and around the world. Acrisure has been recognized as one of the fastest-growing companies in the United States, and has won numerous awards for its innovative insurance products and services.
