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Acrisure · 1 day ago

Benefits Account Manager

Kalamazoo, MI

Full-time

Hybrid

Senior Level

5+ years exp

Acrisure is a global fintech leader that empowers businesses and individuals with tailored solutions. The Benefits Account Manager will oversee team operations, manage client service delivery, and ensure high standards are met while coaching Account Associates and assisting with client needs.

Financial ServicesInsuranceInsurTech

Responsibilities

Manages the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload

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 and 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

Qualification

Insurance LicenseClient ServicesInsurance Industry ExperienceComputer SkillsWordPowerPointExcelTeam CollaborationVerbal CommunicationWritten CommunicationOrganizational SkillsAttention to Detail

Required

Current Insurance License in Health & Life for the state in which your agency office is located

Ability to work toward professional designation

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

High school diploma

A minimum of 5 years' experience within the insurance industry or business-related experience

Preferred

College preferred

Bachelor's Degree in a Business or related field OR equivalent relevant experience

Benefits

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Parental Leave

Generous time away

Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.