Demo

Employee Benefits Account Manager

acrisure
NEW BERLIN, WI Other
POSTED ON 4/26/2025
AVAILABLE BEFORE 6/26/2025
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 has 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 the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery.    Responsibilities: Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members. Assists Producers and Account Executives with Client service commitments. Ensures service standards are met, trends are identified, and process improvements are implemented on the team. Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success. Manages the new business and renewal process, as well as oversees day to day client changes. Accountable for client service delivery through: High and/or increased client retention Rounding of accounts Referrals Uneventful renewals Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes. Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed. Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting. Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter. Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file. Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests. Requirements: Current Insurance License in Property & Casualty and/or Health & Life for the state in which your agency office is located, preferred Must be comfortable in an electronic environment with strong computer skills. Strong working knowledge of Word, PowerPoint, and Excel. Excellent people skills and ability to work well in a team environment. Excellent verbal and written communication skills. Strong organizational skills and attention to detail.  Education/Experience: High school diploma (college preferred) Bachelor’s Degree in a Business or related field OR equivalent relevant experience A minimum of 3 years' experience within the insurance industry or business-related experience Physical Demands: Position entails long periods of remaining stationary, whether in a seated or standing position Must have access to a reliable source of transportation. Some travel may be required. Frequent and extended screen exposure and a large amount of typing 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 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. #LI-LC1 #LI-Hybrid 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 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. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place! Attention Job Seekers: We have been made aware of fraudulent recruitment activities being conducted by individuals or organizations falsely claiming to represent Acrisure. These scams often involve fake job offers, requests for personal information, or demands for payment. Please be advised of the following: - Acrisure does not charge any fees at any stage of the recruitment process. - Official communication from Acrisure will always come from an @acrisure.com email address or our Applicant Tracking System, Workday. - Job offers will only be extended after a formal interview process. - Personal information should only be shared through our secure career portal. How to Protect Yourself: - Do not share personal or financial information with unverified sources. - Report any suspicious activity to our HR department immediately. - For your safety, please ensure you are applying through our official careers page: https://acrisure.wd1.myworkdayjobs.com/Acrisure Thank you for your vigilance and cooperation. Acrisure HR Team

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