Account Executive - Group

Position: Account Executive - Large Group Employee Benefits
Account Executive - Large Group Employee Benefits

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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.

Job Description:

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 time frames

• 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

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…