What are the responsibilities and job description for the Employee Benefits Client Executive position at Acrisure?
About the 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.
Responsibilities:
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.
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.
Responsibilities:
- Lead and Oversee all Client Service items.
- Ongoing proactive meetings with the client throughout the year to ensure a high level of service.
- Meeting business retention goals.
- Development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage.
- Developing strong business relationships and client trust.
- Communicating compliance deadlines and updates.
- Assist in resolving routine client concerns and any reoccurring and non-routine client/carrier issues.
- Manage the renewal of existing plans.
- Advise, inform, and involve Client Management & Strategy Team as required in marketing process.
- Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.
- Assist with conducting employee open enrollment meetings to communicate benefit options as needed.
- Responsible for reviewing contracts, plan documents, summary plan descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.
- Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
- Prepare quarterly production and activity reports.
- Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.
- Overall stewardship of client Third Party Administrator and other third-party carrier relationships.
- BA/BS degree or equivalent experience.
- 3 years of client management experience for Employee Benefits in the small market segment (2-100 employees) – additional large market (100 ) experience is a plus.
- Self-funded experience is preferred.
- Proven professional history of success at managing client relationships.
- Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards.
- State Life and Health Producers license is required, industry professional designation a plus.
- Proficient in MS Office Suite, especially Excel and PowerPoint.
- Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.
- Ability to communicate with all levels of an organization, verbally and in writing required.
- Excellent attention to detail is required.
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
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.
