Account Manager - Employee Benefits

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About Acrisure — A global fintech leader empowering millions of businesses and individuals with solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more.

Job Summary — Acrisure is seeking an Sr. Account Manager to join our team. The Sr. Account Manager is the primary day-to-day contact for all service needs for both external and internal customers and is accountable for facilitating team service deliverables and managing accurate, efficient responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing, and customer experience delivery.

Responsibilities

• Manage overall team operations, client coordination, and customer service delivery. Coordinate, coach, and prioritize with Account Associates and review the overall workload.
• Leverage knowledge in client services, insurance processing, and customer experience to develop, coach, and assist Account Associates and other team members.
• Assist Producers and Account Executives with client service commitments.
• Ensure service standards are met, identify trends, and implement process improvements on the team.
• Serve as the day-to-day client contact, troubleshoot issues, and help clients make well-informed decisions to position them for success.
• Manage the new business and renewal process, and oversee day-to-day client changes.
• Be accountable for client service delivery through high / expanded client retention, account rounding, referrals, and smooth renewals.
• Send pre-renewal information within service standards and follow up with clients and markets for timely quotes.
• Manage renewal marketing plans with Producers and Service Teams; create accurate proposals / deliverables for renewal meetings.
• Review quotes for accuracy against supporting documents; negotiate additional coverage / price with underwriters.
• Complete renewal bind processes and checklists quickly and document all renewal activities.
• Document files to minimize E&O exposure and enable quick response to client requests.

Requirements

Education and Experience

Benefits and Perks

Note : Benefits details may vary by subsidiary / entity or location. Enrollment waiting periods or eligibility criteria may apply.

Pay Details

Pay range : see job posting. Acrisure emphasizes inclusive hiring and equal opportunity in employment.

Location and Employment Type

EEO and Privacy

Acrisure is committed to employing a diverse workforce and maintaining a workplace free from discrimination. California residents can learn about privacy practices at the Acrisure California Applicant Privacy Policy : www.Acrisure.com / privacy / caapplicant.

To Executive Search Firms & Staffing Agencies : Acrisure does not accept unsolicited resumes without a signed mutual service agreement. Resumes submitted directly to Hiring Managers without contacting HR may not be considered.

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