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Account Manager - Employee Benefits

ACRISURE
IRVINE, CA
Full-time

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.

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 (AM) is primarily responsible for retaining and growing an assigned book of business within the small market (

Pro-actively manage an assigned book of business

Provide accurate, timely and professional service to assigned customers

Retain assigned customers and grow relationships where appropriate by providing solutions and leveraging internal and external data to support and educate the customer

Complete necessary workflows and activities in Agency Management System (AMS) and other applicable software

Responsible for maintaining accurate data for assigned customers activity in the Agency Management System

Prepare employee communications for renewals and enrollment period

Be a student of the business by growing group insurance knowledge through company provided online learning tools as well as industry content and publications

Develop and maintain carrier relationships and share knowledge with peers and leadership

Requirements :

Proficient small group employee benefit knowledge

Effective communication skills as well as strong organizational skills and demonstrated attention to details

Able to work independently and within a team environment

Embraces customer success and demonstrates a can do attitude

Proficient in MS Office applications and experience with AMS or related software

Can manage multi customer related activities simultaneously

Education / Experience :

College / University degree preferred

Minimum 2-year group benefits experience

Demonstrated success managing assigned customer block

Benefits & Perks :

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Parental Leave

Generous time away

12 days ago
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