Demo

Employee Benefits Account Manager

Acrisure
Walnut Creek, CA Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 4/25/2025
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:

Responsible for collaborating with Account Executives/Benefits Consultants on the development and execution of client centered strategies. Collaborates on a book of business and contributes to the work of a multi-disciplined service team.

Responsibilities:

  • Exhibits proven competence in all Client Service Management duties and knowledge requirements (see appendix);
  • Collaborates with Account Executives/Benefits Consultant to service book-of- business;
  • Exhibits competency with the Affordable Care Act (ACA) and other Benefits notices and disclosure requirements;
  • Receives and responds to client inquiries including benefit and claim questions and issues;
  • Reviews client coverage contracts and amendments for accuracy;
  • Promotes professional image of Filice (both internal and external);
  • Acts as liaison between client and carrier;
  • Manages and negotiates third party vendor relationships and contracts on behalf of the client;
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
  • Develop employee memorandum drafts and Benefits Booklets for clients to communicate the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications;
  • Install new group insurance contracts for existing clients or new clients, effectively utilizing resources to match client needs;
  • Gather documents required to prepare annual 5500 filings if applicable and ensure submission in a timely manner. Provide summary annual reports for clients;
  • As directed by Benefits Consultant, conduct employee meetings at Open Enrollment and other appropriate times

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

  • Valid insurance license
  • Excellent verbal and written communication skills
  • Excellent customer service skills, including telephone and listening skills
  • Great leadership, problem solving and time management skills
  • Good presentation skills and ability to conduct open enrollment meetings
  • High attention to detail
  • Ability to prioritize work for multiple projects and deadlines
  • Ability to work within a team and to foster teamwork
  • Proficient in Microsoft Office Suite

Education/Experience:

  • Bachelor’s degree or equivalent combination of education and experience
  • 5 years related work experience
  • Must continue to meet Continuing Education requirements for license renewal
  • Baseline understanding of self-insurance and alternative funding arrangements
  • High level of Employee Benefits product and benefit administration knowledge

Other Duties:

  • Maintain open and clear communication channels with clients, producers and internal partners.
  • Communicate due dates, timelines and expectations to clients and partners to ensure smooth transitions and implementation of benefits.
  • Identify problems, summarize and develop strategic solutions.
  • Install new group insurance contracts for existing clients or new clients, effectively utilizing resources to match client needs.
  • Administer annual renewals including preparing proposals if appropriate and communicating any contractual changes to the clients and carriers.
  • As directed by Benefits Consultant, conduct employee meetings at Open Enrollment and other appropriate times.
  • Gather documents required to prepare annual 5500 filings if applicable and ensure submission in a timely manner. Provide summary annual reports for clients.
  • Inform clients of ERISA, COBRA, FMLA/CFRA and other leaves, and other benefits compliance measures. Review and assist clients to complete the Benefits Disclosure Compliance calendar annually.
  • Develop employee memorandum drafts and Benefits Booklets for clients to communicate the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
  • Develop and maintain excellent carrier relationships. Assist client/employee with unresolved benefits matters, including eligibility and claims issues.
  • Remain informed regarding industry information and new product information.
  • Expected to further industry education through insurance coursework
  • Other assigned duties

Compensation: $68,640-$88,870 annually

Pay Details:

Annual Salary: $67,000 - $89,000

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.

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 : $67,000 - $89,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Employee Benefits Account Manager?

Sign up to receive alerts about other jobs on the Employee Benefits Account Manager career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$117,681 - $153,066
Income Estimation: 
$167,784 - $219,716
Income Estimation: 
$58,812 - $73,278
Income Estimation: 
$65,036 - $83,221
Income Estimation: 
$70,688 - $86,333
Income Estimation: 
$70,688 - $86,333
Income Estimation: 
$80,418 - $105,051
Income Estimation: 
$89,823 - $111,340
Income Estimation: 
$89,823 - $111,340
Income Estimation: 
$114,932 - $144,168
Income Estimation: 
$114,932 - $144,168
Income Estimation: 
$100,351 - $131,236
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Acrisure

Acrisure
Hired Organization Address Woodbridge, NJ Full Time
Job Title : Sr. Account Manager Department : Public Entity - New Jersey Platform Location : Iselin, NJ About Acrisure Ac...
Acrisure
Hired Organization Address Belleville, NJ Full Time
Job Title : Senior Account Manager - Public Entity Department : New Jersey Platform Location : Belleville, NJ About Acri...
Acrisure
Hired Organization Address Beachwood, OH Full Time
Acrisure's Great Lakes Region began with a small group of agency partners joining together for the best interest of thei...
Acrisure
Hired Organization Address Garden, NY Full Time
Job Description About Acrisure : Acrisure is a global Fintech leader that combines the best of humans and high tech to o...

Not the job you're looking for? Here are some other Employee Benefits Account Manager jobs in the Walnut Creek, CA area that may be a better fit.

Senior Employee Benefits Account Manager

Insurance Relief, Alameda, CA

Senior Employee Benefits Account Manager

Insurance Relief, Hayward, CA

AI Assistant is available now!

Feel free to start your new journey!