Account Manager - Employee Benefits at Acrisure

Ohio, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

[Not explicitly specified in job description]

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
Manage and nurture client relationships to ensure satisfaction, retention, and growth
Consult on insurance plan designs and applicable compliance services
Handle renewal negotiations
Oversee vendor and insurance carrier selections
Leverage technology and market insights to enhance service delivery
Identify cross-selling opportunities
Support clients with their small business and personal insurance needs

Skills

Client Relationship Management

Insurance Plan Design

Compliance Services

Renewal Negotiations

Vendor Management

Agency Management System

Data Driven Solutions

Marketing Campaigns

Enrollment Support

Strategic Consulting

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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