Acrisure
Associate Client Account Manager-Employee Benefits (West Platform)
Acrisure, San Jose, California, United States, 95199
Job Description
Job Title:
Associate Client Account Manager
Agency/Platform:
Progressive Benefit Group
Location:
Santa Cruz, CA
Job Type:
Full-time
Salary:
$30.00 - $34 per hour
Expected hours:
37.50 per week
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 has 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:As Acrisure/PBG's Associate Client Account Manager, you will support the Client Account Management team with servicing and marketing for our client companies.
Responsibilities:Coordination and support for pre-renewal presentations, RFPs, and renewal presentations.Support for all marketing tasks for clients. Work closely with Client Account Managers to understand account strategy.Coordination, management, and production of all Open Enrollment collateral for clients, including PowerPoint presentations, Benefit Enrollment Guides, memos, and other ad hoc requests.Update and maintain all account activities and data in appropriate CRM and shared files.Collect and post carrier contracts and SBCs.Update and maintain internal systems with client-specific contacts and data.Manage and maintain calendar and scheduling of client-facing meetings (virtual or in-person).Prepare bill reconciliation and self-accounting statements.Manage and collect necessary data for 5500s and FSA discrimination testing.COBRA management and setup.Stay current (self-education) on carrier products/plans.
Qualifications:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Two or more years of related experience is preferred.
Language Ability:
Ability to read, analyze, and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints. Strong writing and editing skills required. Bi-lingual (Spanish) preferred.
Computer Skills:
To perform this job successfully, an individual should have knowledge of Microsoft Office products, including Word, Excel (very important), PowerPoint, and Outlook.
Certificates and Licenses:
Must hold a valid California Life and Health Insurance License or the ability to obtain the license within 6 months of hire.
Acrisure/PBG’s Culture – Our most important asset:IntegrityPassion for serviceInnovativeCaring for othersPromise-centricFocused on relationship building
Benefits:401(k) matchingDental insuranceEmployee assistance programFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offVision insurance
Experience level:
2 years
Schedule:
Monday to Friday
Travel requirement:
No travel
Ability to Relocate:
Santa Cruz, CA 95062: Relocate before starting work (Required)
Work Location:
In person
Pay Details:
Hourly: $31 - $34
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
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Job Title:
Associate Client Account Manager
Agency/Platform:
Progressive Benefit Group
Location:
Santa Cruz, CA
Job Type:
Full-time
Salary:
$30.00 - $34 per hour
Expected hours:
37.50 per week
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 has 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:As Acrisure/PBG's Associate Client Account Manager, you will support the Client Account Management team with servicing and marketing for our client companies.
Responsibilities:Coordination and support for pre-renewal presentations, RFPs, and renewal presentations.Support for all marketing tasks for clients. Work closely with Client Account Managers to understand account strategy.Coordination, management, and production of all Open Enrollment collateral for clients, including PowerPoint presentations, Benefit Enrollment Guides, memos, and other ad hoc requests.Update and maintain all account activities and data in appropriate CRM and shared files.Collect and post carrier contracts and SBCs.Update and maintain internal systems with client-specific contacts and data.Manage and maintain calendar and scheduling of client-facing meetings (virtual or in-person).Prepare bill reconciliation and self-accounting statements.Manage and collect necessary data for 5500s and FSA discrimination testing.COBRA management and setup.Stay current (self-education) on carrier products/plans.
Qualifications:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Two or more years of related experience is preferred.
Language Ability:
Ability to read, analyze, and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints. Strong writing and editing skills required. Bi-lingual (Spanish) preferred.
Computer Skills:
To perform this job successfully, an individual should have knowledge of Microsoft Office products, including Word, Excel (very important), PowerPoint, and Outlook.
Certificates and Licenses:
Must hold a valid California Life and Health Insurance License or the ability to obtain the license within 6 months of hire.
Acrisure/PBG’s Culture – Our most important asset:IntegrityPassion for serviceInnovativeCaring for othersPromise-centricFocused on relationship building
Benefits:401(k) matchingDental insuranceEmployee assistance programFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offVision insurance
Experience level:
2 years
Schedule:
Monday to Friday
Travel requirement:
No travel
Ability to Relocate:
Santa Cruz, CA 95062: Relocate before starting work (Required)
Work Location:
In person
Pay Details:
Hourly: $31 - $34
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
#J-18808-Ljbffr