Employee Benefits Account Manager

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.

• Respond to client inquiries, incoming mail, and company request needs on a timely basis.

• Develop coverage strategies and plans, as necessary.

• Insurance marketing and sales.

• Collect renewal data on assigned accounts.

• Claims support.

• Review new/renewal policies and endorsements to ensure items were received as ordered.

• Maintain accuracy of client data in agency management system (Applied Systems / EPIC)

• Document all activities in agency management system (Applied Systems / EPIC)

• Understand and utilize upload, download, and interface technology.

• Assist other departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.

• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

• Maintain knowledge of current underwriting requirements of contracted insurance carriers

• Maintain knowledge of policy provisions and any changes in these provisions

• Complete other functions and assignments assigned, including backup duties.

• Active Health & Life License Required.

• Strong organizational skills- the ability to discern priority and initiative.

• Computer skills, specifically Microsoft Word, Outlook, and Excel

• Excellent verbal and written communication skills as well as strong interpersonal skills

• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.

• Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.

• Applied Systems / EPIC experience is a plus.

• Knows and applies principles of insurance to everyday situations.

• Employee Navigator experience a plus.

• High School diploma required.

• Minimum of 3 years of experience in employee benefits, experience with unbundled, self-funded, and level funded high preferred.

• CPCU or special training course completion is a plus.

#LI-LS1 #LI-Hybrid

Pay Details:

The base compensation range for this position is $70,000 - $100,000. 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. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.