Employee Benefits Insurance Account Manager-Hybrid in Northern California

Job Description

We are seeking a highly organized and detail-oriented individual to join our team as an Employee Benefits Account Manager. In this role, you will be responsible for managing the client relationships and account life cycle for our small group clients. You will serve as the main point of contact and work closely with clients, internal stakeholders, and external partners to ensure the highest level of service and satisfaction.

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.

Behavioral Competencies 

• Actively listen to clients, team members, and external partners. 

• Communicate transparently and openly. 

• Stay updated on industry trends, regulations, and best practices. 

• Build relationships with clients and colleagues to develop trust and rapport. 

• Support clients with consistent follow through on commitments, deadlines, and by providing accurate and timely information. 

• Collaborate with clients, internal stakeholders, and external partners with a team mindset. 

• Have a strong aptitude for multiple systems, both internally and externally (client-facing), with the ability to discuss and demo external products and systems. 

• Work with a high level of attention to detail in time-compressed situations. 

Practical Competencies 

• Own the client relationship and account life cycle from post-sale and serve as the main point of contact. 

• Maintain accurate and up-to-date account records, including client interactions, transactions, and any changes to policies or coverage. 

• Monitor carrier/benAdmin discrepancy reports. 

• Complete new client onboard and vendor installation workstreams. 

• Interpret eligibility structures, plan specifications, and contribution logic. 

• Attend client meetings as needed. 

• Coordinate and run in-person and virtual OE Meetings as needed. 

• Craft Open Enrollment presentations and create pre-recorded videos as needed. 

• Review all communication materials, system builds, and benefits website. 

• Lead or work in conjunction with the Producer/AE to onboard new clients. 

• Collect and maintain all relevant policy and plan documents. 

• Run benefits compliance activities, communicate updates, and send reminders to clients. 

Technical Competencies 

• Ensure the timely update of client policy, client service agreement, commission, and chargeback data in Epic/monday. 

• Respond to inquiries posted in Epic Activities initiated by EB, Accounting, Platform Services, and Enterprise Application Teams. 

• Service clients using Microsoft 365 products including Outlook, Excel, Word, PowerPoint, Sharepoint