Account Manager - Employee Benefits at Acrisure

Michigan, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

Strong skills in strategic consultation on insurance plan designs and compliance services
Expertise in handling renewal negotiations
Experience overseeing vendor and insurance carrier selections
Proficiency in leveraging technology and market insights for service delivery
Ability to identify cross-selling opportunities
Knowledge to support clients with small business and personal insurance needs
Familiarity with Agency Management System and customer engagement software
Data-driven decision-making and consultative approach
Up-to-date knowledge of industry trends and best practices

Responsibilities

Serve as the primary point of contact for clients, managing day-to-day communications and fostering strong, long-lasting relationships for assigned book of business
Understand client needs and objectives, providing strategic recommendations and tailored data driven solutions
Proactively communicate and coordinate annual enrollment support throughout the lifecycle of the client’s policy
Maintain timely and accurate data for assigned customer activity in Agency Management System and related customer engagement software where applicable
Maintain consistent and ongoing engagement throughout the customer lifecycle
Implement and monitor data driven and customer tailored marketing or awareness campaigns
Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations
Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns
Contribute to the identification of new opportunities for client growth and expansion of services
Share client engagement best practices with peers
Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services
Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners
Collaborate with the Digital Employee Benefits Team Leader to address any challenges and continuously improve service delivery
Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success
Drive client adoption of self-service tools and enrollment capabilities
Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations
Promote additional digital services and solutions that can further support client objectives and business growth
Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship
Meet or exceed client retention and satisfaction metrics through a highly consultative and technology first approach
Perform other tasks or projects as requested by service team or region leader

Skills

Client Relationship Management

Employee Benefits

Insurance Consulting

Renewal Negotiations

Compliance Services

Vendor Management

Insurance Carriers

Cross-Selling

Annual Enrollment

Data Driven Solutions

Acrisure

Insurance broker specializing in risk management

About Acrisure

Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.

Grand Rapids, MichiganHeadquarters

2005Year Founded

$19.5MTotal Funding

DEBTCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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