Account Manager

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Job Title: Account Manager – Employee Benefits

Department: Digital Service Center

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.

The Employee Benefits Account Manager position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and the innovative use of technology. The Employee Benefits Account Manager is responsible for managing and nurturing client relationships to ensure satisfaction, retention, and growth. This role involves consulting on insurance plan designs and applicable compliance services, handling renewal negotiations, and overseeing vendor and insurance carrier selections.

The Account Manager will also leverage technology and market insights to enhance service delivery, identify cross‑selling opportunities, and support clients with their small business and personal insurance needs.

• Serve as the primary point of contact for clients, managing day‑to‑day communications and fostering strong, long‑lasting relationships for the assigned book of business.
• Understand client needs and objectives, providing strategic recommendations and tailored data‑driven solutions. Proactively communicate and coordinate annual enrollment support throughout the lifecycle of the client’s policy.
• Maintain timely and accurate data for assigned customer activity in Agency Management System and related customer engagement software where applicable.
• Maintain consistent and ongoing engagement throughout the customer lifecycle.
• Implement and monitor data‑driven and customer‑tailored marketing or awareness campaigns.
• Ensure customer engagements are valuable, drive industry or solution awareness and are delivered timely to exceed client expectations.
• Attain retention and growth targets for the assigned customer block by leveraging proactive data‑driven customer engagement tools and awareness campaigns.
• Contribute to the identification of new opportunities for client growth and expansion of services.
• Share client engagement best practices with peers.
• Stay updated with industry trends and best practices to provide clients with cutting‑edge solutions and services.
• Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third‑party partners.
• Collaborate with the Digital Employee Benefits Team Leader to address any challenges and continuously improve service delivery.
• Support cross‑functional initiatives that enhance the overall digital strategy and contribute to client success.
• Drive client adoption of self‑service tools and enrollment capabilities.
• Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations.
• Promote additional digital services and solutions that can further support client objectives and business growth.
• Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship.
• Achieve or exceed client retention and satisfaction metrics through a highly consultative and technology‑first approach.
• Perform other tasks or projects as requested by service team or region leadership.

• Bachelor’s degree in business administration, or a related field of experience preferred.
• Hold applicable Health and Life Insurance state license.

• Minimum of 2 years of experience in account management, or a related role and possess a current license for over 1 year.
• Proven experience…