Senior Employee Benefits Account Manager
Core
Senior Account Manager providing client services, insurance processing, and team leadership for Acrisure's insurance and benefits clients.
Role type
Senior IC Account Manager (Insurance/Benefits)
Builds
Client service delivery, renewal processes, and team operations for insurance clients
Domain
Insurance and Employee Benefits
Deliverable
client delivery
Required skills
Insurance licensing (Health & Life), client service coordination, insurance processing, team coaching, renewal management, proposal creation, quote review, underwriter negotiation, file documentation
Preferred skills
Professional designation pursuit, electronic environment proficiency, Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Manage team operations and coordinate with Account Associates; Coach and assist team members on client services; Assist Producers with client service commitments; Ensure service standards and implement process improvements; Act as primary customer contact for troubleshooting and decision support; Manage new business and renewal processes; Execute renewal marketing plans and create proposals; Review quotes for accuracy and negotiate coverage/price; Complete renewal bind processes and ensure accurate file documentation
Seniority
Senior, hands-on IC with team leadership