Acrisure
Insurance Account Manager, Employee Benefits
Acrisure, Vacaville, California, United States, 95688
Job Description
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.EDUCATION/EXPERIENCE
Active life and health insurance license.Five+ years’ experience servicing employee benefit clients in the small and large group segment.Minimum one year experience presenting information in a group setting.High school diploma or equivalent.QUALIFICATIONS
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 relates 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.Ability to travel to client locations in northern California.Pay Details
Annual Salary: $90,000 - $100,000Acrisure 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.California
residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.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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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.EDUCATION/EXPERIENCE
Active life and health insurance license.Five+ years’ experience servicing employee benefit clients in the small and large group segment.Minimum one year experience presenting information in a group setting.High school diploma or equivalent.QUALIFICATIONS
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 relates 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.Ability to travel to client locations in northern California.Pay Details
Annual Salary: $90,000 - $100,000Acrisure 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.California
residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.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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