Acrisure · 2 days ago
Account Manager – Employee Benefits (New York Platform)
Mahwah, NJ
Full-time
Onsite
Mid Level
3+ years expAcrisure is one of the TOP 10 insurance brokerages in the world, and they are seeking an Account Manager for their Employee Benefits department. The role involves acting as the primary point of contact for group-level interactions, managing client accounts, and ensuring compliance with employee benefits regulations.
Financial ServicesInsuranceInsurTech
Responsibilities
Act as the primary point of contact for group-level interactions, overseeing accounts, managing day-to-day requests, and handling critical client service issues to ensure timely and accurate responses, enhancing client satisfaction
Coordinate pre-renewal strategies and planning for assigned groups, including scheduling meetings, marketing, quoting, plan analysis, and compiling presentation materials
Collaborate with account executives/producers to strategize and support marketing, renewal, and open enrollment activities
Serve as a knowledgeable resource for the account management support team and clients, providing expertise in eligibility, claims, COBRA, underwriting guidelines, and employee benefits compliance
Ensure timely completion and maintenance of all compliance documents and contracts, including Section 125 plans, SPD, COBRA, ACA Filings, FSA, HRA, and form 5500 Filings
Delegate tasks to support team members, ensuring completion within specified timeframes
Maintain strong relationships with clients, carriers, and vendors
Acquire and maintain expertise in technology tools such as Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun, and other agency-supported platforms
Pursue professional development and continuing education to stay current with technology, regulatory changes, product enhancements, and industry trends
Develop and nurture long-term relationships with assigned clients, understanding their needs, planning to meet those needs, and generating sales through cross-selling additional lines of business
Ensure proper organizational resources are involved with customers and introduce new products through other core business groups as appropriate
Participate in client meetings, sales calls, employee enrollment meetings, and service meetings
Correspond with carriers, general agents, members, and providers to educate, clarify benefits, resolve claims, verify eligibility, and resolve disputes
Investigate, research, and provide timely responses to all service issues
Continually increase and maintain knowledge and skills in utilizing various technology platforms, quoting systems, and other benefit-related systems
Lead the implementation and utilization of benefit-related technology platforms on behalf of clients
Respond to client questions and requests for quotes, developing effective and practical benefit strategies related to cost, delivery, and administration
Prepare marketing proposals and renewal materials for prospective and current clients
Maintain a knowledge base of changing regulations, carrier requirements, underwriting guidelines, and industry trends and standards
Participate in client events, such as galas, fundraisers, and other outside activities when appropriate
Complete necessary continuing education courses to maintain a valid Health & Life Producer’s license
Perform other duties as assigned
Qualification
Required
Demonstrated verbal and written communication skills including correct grammar, spelling and punctuation in correspondence
High degree of critical thinking; ability to problem solve when the answer is not readily apparent
Demonstrated attention to detail; producing outcomes with minimal errors
Understanding of insurance concepts and applicable law as it related to employee benefits
Ability to adapt well to change in direction and priority in a fast-paced environment
Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
Ability to determine work priorities and remain flexible as needs and priorities change
Works well with minimal supervision; able to function independently and as part of a team
Active life and health insurance license
Three+ years' experience servicing employee benefit clients in the small and large group segment
Minimum one year experience presenting information in a group setting
High school diploma or equivalent
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Company data provided by crunchbase