Employee Benefits Account Manager at Acrisure

New Berlin, Wisconsin, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

Current Insurance License in Property & Casualty and/or Health & Life for the state in which your agency office is located
Ability to work toward professional designation
Comfortable in an electronic environment with strong computer skills
Strong working knowledge of Word, PowerPoint, and Excel

Responsibilities

Manages the overall team operations, client coordination, and customer service delivery
Coordinates, coaches, and prioritizes assistance with Account Associates
Reviews and manages the overall workload
Leverages knowledge of 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, troubleshooting issues and helping clients make informed decisions
Manages the new business and renewal process
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 standards and follows up with clients for timely responses on pre-renewal information and insurance markets for timely quote responses
Manages renewal marketing plans with Producers and Service Teams, ensuring team awareness and execution
Creates accurate proposal/deliverables for Producers and Service Teams to use at client renewal meetings
Reviews quotes for accuracy against supporting documents
Negotiates additional coverage/price with the underwriter
Quickly and accurately completes the renewal bind processes and checklist, ensuring all aspects are completed and documented
Ensures file accuracy to minimize E&O exposure and facilitate client requests

Skills

Insurance Processing

Client Retention

Renewal Management

Underwriter Negotiation

Team Management

Customer Service

Proposal Creation

Quote Review

Account Coordination

Pre-Renewal Planning

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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