Employee Benefits Sr. Account Manager

• Serve as the primary point of contact for a portfolio of employee benefits clients.

• Develop and maintain a strong relationship with clients to understand their needs, objectives, and challenges.

• Conduct regular meetings with clients to review their benefit programs and discuss potential improvements.

• Provide strategic advice to clients on employee benefits plans, including health, dental, vision, life, and disability insurance.

• Analyze and evaluate clients' current benefit programs and make recommendations for enhancements.

• Stay informed about industry trends and regulatory changes that may impact clients' benefits strategies.

• Collaborate with clients to design and implement employee benefits plans that align with their objectives and budget.

• Work with insurance carriers and vendors to negotiate plan terms, pricing, and services.

• Oversee the implementation of new benefits plans, ensuring a smooth transition for clients and their employees.

• Ensure clients' benefits plans comply with all applicable laws and regulations.

• Provide guidance on compliance issues, including the Affordable Care Act (ACA), ERISA, HIPAA, section 125 plans, SPD, FSA, HRA, form 5500 filing and COBRA.

• Assist clients with benefits administration, including enrollment, claims, and employee communications.

• Conduct benefits education for clients and their employees to explain plan options and changes.

• Prepare and distribute communications materials, such as newsletters, brochures, and presentations.

• Address client and employee inquires promptly and professionally.

• Mentor and provide guidance to junior account managers and support staff.

• Collaborate with internal teams, including sales, underwriting, and customer service to ensure client satisfaction.

• Participate in cross-functional projects and initiatives to improve service delivery and operational efficiency.

• 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.

• Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes.

• 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.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management

• 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.

• Bachelor's degree or higher is preferred, or equitable experience.

• Five + years' experience servicing employee benefit clients in the small and large group segment

• Ability to ability to management multiple clients and projects simultaneously.

• L&H license required.

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Pay Details:

The base compensation range for this position is $110,000 - $130,000. 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.