What are the responsibilities and job description for the Employee Benefits Insurance Account Manager, Large Group position at Acrisure Partners West Coast Insurance Services, LLC?
Job Description
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:
We are seeking a highly organized and detail-oriented individual to join our team as an Employee Benefits Account Manager – Large Group. In this role, you will be responsible for managing the client relationships and account life cycle for our large group clients with 100 lives. 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.
Job Duties & Responsibilities:
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 an elevated 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 all client meetings.
Coordinate and run in-person and virtual OE Meetings.
Craft Open Enrollment presentations and create pre-recorded videos as needed.
Review all communication materials, system builds, and benefits website.
Coordinate health fairs or manage external partner.
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.
Engage in quarterly/mid-year review and check-in meetings.
Coordinate and run weekly, biweekly, or monthly administration meeting with the client.
Design and execute a communication strategy for client events including OE, wellbeing, corrective process, and a system launch.
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, Teams, and OneNote.
Fulfill client activities using a variety of software applications including vendor portals, client BenAdmin systems, and internal systems (e.g., Zywave, Mineral, etc.).
Navigate SharePoint, AcriWorld, Workday, and Service Portal to source and exchange information, and request internal support services.
Use Concur to submit eligible reimbursement requests.
Create/facilitate client communication collateral using InDesign and marq.
Utilize basic EDI/API data trade principles to work with internal/external partners to resolve integration issues.
Participate in finalist prospect meetings and support Producer and AE during the sales cycle.
Prepare vendor enrollment file by extracting demographic and eligibility data from client benAdmin system or alternate source.
Exercise knowledge of all group coverage types (e.g., medical, dental, vision, life, disability, voluntary, EAP, FSA/HSA/HRA, etc.) daily to educate clients and employees.
Use payroll and benAdmin system principles to procure necessary data to research/resolve issues and complete projects.
Run post-OE data audit and delegate to support team as needed.
Review benefits content and collateral delegated to other team members.
Apply advanced knowledge of plan structure, design, and function to research and solve problems.
Tactical Competencies
Review and understand client policy provisions and plan coverage.
Collaborate with Account Executive to vet and demo solution partners (e.g., FSA/HSA/HRA, COBRA administrators, EB apps, et al) as requested by the client.
Anticipate client needs and offer proactive support.
Identify solutions through proactive research, troubleshooting, and collaboration.
Take the lead on all Account Management activities and delegate to appropriate team members, as needed.
Problem-solve multi-layered and complex issues.
Apply intermediate knowledge of legislative mandates (e.g., ERISA, HIPAA, ACA, COBRA, FMLA) to respond to and solve plan administration inquiries.
Run/prepare renewal census data for AE/Producer to market group plans.
Identify and resolve issues utilizing standard workflows or customized solutions.
All other assigned tasks
Requirements:
Thoroughly enjoy taking great care of customers
Desire to manage a book of business and maintain relationships
Strong knowledge of insurance products and coverage.
Ability to carry out complex tasks with many concrete and abstract variables
Strong ability to remain calm under pressure
Ability to develop meaningful relationships with insurance carriers and with fellow employees
Demonstrate excellent oral and written communication skills
Exceptional problem-solving and analytical skills, with the ability to analyze data and provide strategic recommendations.
Education/Experience:
High school diploma, college education preferred
Life and Health License required
Experience working in the CA benefits marketplace
Minimum 3 years of progressive employee benefits insurance experience (brokerage experience preferred). Large group (100 ) experience required. Insurance designations a plus
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
Compensation: $69,600-$89,000
Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.
For more, visit www.Acrisure.com or learn more here.
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Pay Details:
Annual Salary: $70,000 - $90,000Acrisure 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.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
Salary : $70,000 - $90,000
