Acrisure

Senior Employee Benefits Account Manager

Acrisure$75K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Current Insurance License in Health & Life for relevant state
  • Desire to pursue professional designation
  • Proficiency in electronic tools and strong computer skills
  • Solid understanding of Word, PowerPoint, and Excel
  • Exceptional interpersonal and teamwork abilities
  • Strong verbal and written communication skills
  • High organizational skills and attention to detail

Responsibilities

  • Manage overall team operations and client service delivery
  • Utilize subject matter expertise to mentor Account Associates
  • Assist Producers and Account Executives with client service tasks
  • Ensure adherence to service standards and identify process improvements
  • Act as primary contact for clients, addressing issues and guiding decisions
  • Oversee new business and renewal processes while managing client modifications
  • Drive client retention and referrals through exemplary service delivery
  • Facilitate timely communication on pre-renewal information and marketing plans

Benefits

  • Opportunity for continuous professional development
  • Support for achieving professional designations
  • Collaborative team environment focused on collective success
  • Hands-on role ensuring direct client interaction and satisfaction
  • Position located within a reputable and growing organization
Full Job Description
Job Description

Job Summary:

Acrisure is seeking an Senior Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.

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 Health & Life for the state in which your agency office is located.
  • 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.


Education and Experience:
  • 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

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Pay Details:

The base compensation range for this position is $75,000 - $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.

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.
Learn more about Acrisure
Size
7,000 employees
Industry
Founded
2006

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