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Acrisure

Insurance broker offering risk management services

Employee Benefits Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time$70k - $95k

About the Job

Requirements

  • An active Health and Life license is required.
  • A high school diploma is required.
  • A minimum of 2 years of experience in employee benefits is required.
  • Strong organizational skills, including the ability to discern priorities and take initiative, are required.
  • Computer skills, specifically Microsoft Word, Outlook, and Excel, are required.
  • Verbal and written communication skills and interpersonal skills are required.
  • The ability to calculate discounts, interest, premiums, commissions, proportions, and percentages is required.
  • The ability to solve practical problems, interpret varied instructions, and handle variables furnished in written, oral, diagram, or schedule form is required.
  • Knowledge and application of insurance principles to everyday situations are required.

Responsibilities

  • Service accounts, including quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
  • Respond to client inquiries, incoming mail, and company requests in a timely manner.
  • Develop coverage strategies and plans as necessary.
  • Perform insurance marketing and sales.
  • Collect renewal data on assigned accounts.
  • Provide claims support.
  • Review new and renewal policies and endorsements to ensure requested items were received.
  • Maintain accuracy of client data in the agency management system, Applied Systems/EPIC.
  • Document all activities in the agency management system, Applied Systems/EPIC.
  • Understand and use upload, download, and interface technology.
  • Assist other departments in obtaining or providing information needed to issue appropriate policies for mutual clients.
  • Keep Producers informed about important account activities, potential problems, and matters requiring management attention.
  • Stay current with industry trends through educational seminars and classes for insurance and sales skill improvement and license compliance.
  • Maintain knowledge of contracted insurance carriers' current underwriting requirements.
  • Maintain knowledge of policy provisions and changes to those provisions.
  • Complete other assigned functions and assignments, including backup duties.

Desired Qualifications

  • Experience with Applied Systems/EPIC is a plus.
  • Experience with Employee Navigator is a plus.
  • Completion of a CPCU or special training course is a plus.

About the Company

Acrisure

Insurance broker offering risk management services

Acrisure is an insurance broker that partners with a global network of independent local agencies (Agency Partners) to deliver insurance and risk management services. Agencies maintain their local client relationships while Acrisure provides access to broader products, technology, and resources. Revenue comes from commissions and fees on policies sold through the network, plus fees for risk management services and the growth of partner agencies. The goal is to grow by expanding the Agency Partner network and provide tailored, scalable insurance solutions through a unified platform.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$9.8B
Headquarters
Grand Rapids, MI
Founded
2005

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