A

Acrisure

Insurance broker offering risk management services

Employee Benefits Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeCosta Mesa, CA, USA$74k - $100k

About the Job

Requirements

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

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 that items were received as ordered.
  • Maintain accurate 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 of important account activities, identify potential problems, and inform management.
  • Keep current with industry trends, including participating in educational seminars and classes to improve insurance and sales skills and maintain license compliance.
  • Maintain knowledge of current underwriting requirements of contracted insurance carriers.
  • Maintain knowledge of policy provisions and changes to those provisions.
  • Complete other assigned functions, including backup duties.

Desired Qualifications

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

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

Recently Posted Jobs

Explore more opportunities at Acrisure

See more jobs