About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
This position successfully develops and maintains strong relationships with our clients through a partnership that identifies and establishes client needs, develops action plans to meet their needs and expectations, and effectively manages overall service of accounts in a proactive and positive manner.
Responsibilities:
Develops coverage strategies and plans as necessary.
Collect renewal data on assigned accounts. Initiates, coordinates, and facilitates on requested analysis to the Client Advisor with Requests for Proposals (RFPs) for carriers and vendors in conjunction with the client, to obtain and summarize appropriate information to meet client’s needs and allow client to make an informed decision.
Responsible for assisting with developing and periodically presenting carrier or vendor information to client, including but not limited to open enrollment presentations to employees. Coordinates and manages plan renewal, plan or carrier changes, etc. Accountable to accurately complete new client checklist and review and revise enrollments to ensure accuracy of documents.
Leads new carrier implementation in conjunction with other team members as necessary. Responsible for onboarding oversight of new client in coordination with Client Advisor, including but not limited to creating CRM Account and Policy Profile, and obtaining current policy, contract and rate information from carriers and vendors.
Responsible for maintaining account/client/renewal/plan and policy information within the CRM Agency Management System, included but not limited to Client Profile, Plan Information, Service Projects, Key Account Contacts, Rate Information, Commission Details, Customized Fields, etc.
Maintain accuracy of client data in agency management system (EPIC)
Document all activities in agency management system (EPIC)
Understand and utilize upload, download and interface technology.
Coordinates and manages communications between clients, carriers, vendors and benefit team members regarding established accounts. Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Assist with compiling data or other account information for review and presentation to client on a regular basis, depending on the specific clients’ need and size of account.
Responds to requests for information for client and carrier issues, such as billing, claims submission, claim processing, interpretation of contracts, etc. Makes carrier request and client delivery of claim and premium experience data on a set frequency with the client or proactively provides the client with information as appropriate.
Keeping Client Advisors informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Provides assistance with compilation of data, coordination, and management of the annual Form 5500 Filing and all compliance matters.
Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options so that you can provide the best possible service between cost and coverage while still protecting each client.
Work as a team with others to achieve agency new business and client retention goals.
Complete all CE coursework as required by state licensing authority.
Perform other responsibilities and assignments to meet business needs
*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*
Requirements:
Strong organizational and time management skills along with a demonstrated attention to detail
Successfully works independently and collaboratively, depending upon the specific needs of the tasks
Ability to work in fast paced environment, prioritize multiple tasks, and meet deadlines
Professionally and effectively communicates, both verbally and in writing, including the ability to actively listen
High degree of critical thinking; must have a strong ability to problem-solve to help address issues or selectively refer them for assistance
Enjoys a high degree of interaction with team members, and consistently demonstrates high motivation, positive behavior, sense of urgency, and works to achieve goals and objectives
Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect
Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint with experience collaborating efficiently in M365 (OneDrive, MS Teams, SharePoint)
Proficient computer skills with agency management software systems
Spanish Bilingual preferred.
Education/Experience:
Active Health & Life License Required
High School diploma or recognized equivalent required, Associate Degree or higher preferred
Comprehensive knowledge in Employee Benefits with a minimum of 5 years of experience
RHU or special training course completion a plus
Benefits and Perks:
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success.
We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.
Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com.
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
Welcome, your new opportunity awaits you.
Pay Details:
The base compensation range for this position is $60,000 - $90,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.