Associate Account Manager

Job Description

Job Title: Associate Client Account Manager

Job Type: Full-time

Salary: $28.50- 33.00 per hour

Expected hours: 40.00 per week

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:

As Acrisure/PBG's Associate Client Account Manager you will support the Client Account Management team with servicing and marketing for our client companies.

Responsibilities:

• Coordination and Support for pre-renewal presentations, RFP's, and renewal presentations

• Support for all marketing tasks for clients . Works closely with Client Account Managers to understand account strategy

• Coordination, Management and Production of all Open Enrollment collateral for clients, to include, PowerPoint Presentations, Benefit Enrollment Guides, Memos and any other Ad Hoc requests

• Update and Maintain all account activities and data in appropriate CRM and shared files

• Collect and Post carrier contracts and SBC's

• Update and Maintain internal systems with client specific contacts and data

• Manage and Maintain calendar and scheduling of client facing meetings (virtual or in-person)

• Prepare bill reconciliation and self accounting statements

• Manage and Collect necessary data for 5500's and FSA Discrimination testing

• COBRA management and set-up

• Stay current (self-education) on carrier products/plans

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

Two or more year’s related experience is preferred.

Language Ability:

Ability to read, analyze, and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints. Strong writing and editing skills required. Bi-lingual (Spanish) preferred.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Office Products. Word, Excel – VERY IMPORTANT, Power Point, Outlook.

Certificates and Licenses:

Must Hold Valid California Life and Health Insurance License or the ability to obtain license within 6 months of hire.

Acrisure/PBG’s Culture – Our most important asset

• Integrity

• Passion for service

• Innovative

• Caring for others

• Promise-centric

• Focused on relationship building

Benefits:

• 401(k) matching

• Dental insurance

• Employee assistance program

• Flexible spending account

• Health insurance

• Health savings account

• Life insurance

• Paid time off

• Vision insurance

Experience level:

• 2 years

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Work Location: In person

Pay Details:

Hourly: $28 - $33

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual servi