Employee Benefits Account Manager at Acrisure

San Jose, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

Valid insurance license
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Great leadership, problem solving and time management skills
Good presentation skills and ability to conduct open enrollment meetings
High attention to detail
Ability to prioritize work for multiple projects and deadlines
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite
Bachelor’s degree or [Not Specified]

Responsibilities

Exhibits proven competence in all Client Service Management duties and knowledge requirements (see appendix)
Collaborates with Account Executives/Benefits Consultant to service book-of-business
Exhibits competency with the Affordable Care Act (ACA) and other Benefits notices and disclosure requirements
Receives and responds to client inquiries including benefit and claim questions and issues
Reviews client coverage contracts and amendments for accuracy
Promotes professional image of Filice (both internal and external)
Acts as liaison between client and carrier
Manages and negotiates third party vendor relationships and contracts on behalf of the client
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Develops employee memorandum drafts and Benefits Booklets for clients to communicate the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications
Installs new group insurance contracts for existing clients or new clients, effectively utilizing resources to match client needs
Gathers documents required to prepare annual 5500 filings if applicable and ensures submission in a timely manner. Provides summary annual reports for clients
As directed by Benefits Consultant, conducts employee meetings at Open Enrollment and other appropriate times

Skills

Employee Benefits

ACA Compliance

Client Servicing

Vendor Management

Contract Negotiation

Contract Review

Agency Management System

Benefits Booklets

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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