Account Executive - Large Group Employee Benefits

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it : innovation, client centricity and an indomitable will to win.

Job Summary :

The account manager is responsible for managing and retaining clients within their assigned book of business, ensuring a best-in-class client experience for industry leading retention and growth. Strives to support a faster, better, easier client and team experience by adhering to agency guidelines, workflows and best practices.

Responsibilities :

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

Ensures all compliance documents and contracts are completed on time and kept updated per regulatory requirements including Section 125 plans, SPD, COBRA, FSA, HRA and form 5500 filings

Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes

Maintains excellent client, carrier and vendor relationships

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

Requirements :

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

Works well with minimal supervision; able to function independently and as part of a team

Education / Experience :

Bachelor’s degree or higher is preferred, or equitable experience.

Three+ years’ experience servicing employee benefit clients in the small and large group segment

Minimum one year experience presenting information in a group setting

L&H license required.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate stress due to regular deadlines and daily challenges.

High finger dexterity while typing documents and forms.

Occasionally lift up to 20 lbs.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.

The noise level in the work environment is usually moderate.

Benefits & Perks :

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Educational Resources

Generous time away

The base salary range for this position is $100,000 - $120,000  annually. 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.

Pay Details :

The base compensation range for this position is $90,000 - $110,000. 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.