What are the responsibilities and job description for the Account Manager – Employee Benefits (New York Platform) position at Acrisure?
Job Title: Account Manager – Employee Benefits
Department/Agency: Employee Benefits
Location: New York Region – Mahwah, NJ Office
About Us:
Acrisure is one of the TOP 10 insurance brokerages in the world, and the fastest growing broker in insurance industry history.
Acrisure offers…
Requirements:
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.
Department/Agency: Employee Benefits
Location: New York Region – Mahwah, NJ Office
About Us:
Acrisure is one of the TOP 10 insurance brokerages in the world, and the fastest growing broker in insurance industry history.
Acrisure offers…
- Business insurance, workers comp, personal lines, life, and employee benefits solutions
- Access to over 150 insurance carriers worldwide
- Local account management with global resources
- Leading edge technology for instant access to insurance documents and to save time
- Act as the primary point of contact for group-level interactions, overseeing accounts, managing day-to-day requests, and handling critical client service issues to ensure timely and accurate responses, enhancing client satisfaction.
- Coordinate pre-renewal strategies and planning for assigned groups, including scheduling meetings, marketing, quoting, plan analysis, and compiling presentation materials.
- Collaborate with account executives/producers to strategize and support marketing, renewal, and open enrollment activities.
- Serve as a knowledgeable resource for the account management support team and clients, providing expertise in eligibility, claims, COBRA, underwriting guidelines, and employee benefits compliance.
- Ensure timely completion and maintenance of all compliance documents and contracts, including Section 125 plans, SPD, COBRA, ACA Filings, FSA, HRA, and form 5500 Filings.
- Delegate tasks to support team members, ensuring completion within specified timeframes.
- Maintain strong relationships with clients, carriers, and vendors.
- Acquire and maintain expertise in technology tools such as Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun, and other agency-supported platforms.
- Pursue professional development and continuing education to stay current with technology, regulatory changes, product enhancements, and industry trends.
- Develop and nurture long-term relationships with assigned clients, understanding their needs, planning to meet those needs, and generating sales through cross-selling additional lines of business.
- Ensure proper organizational resources are involved with customers and introduce new products through other core business groups as appropriate.
- Participate in client meetings, sales calls, employee enrollment meetings, and service meetings.
- Correspond with carriers, general agents, members, and providers to educate, clarify benefits, resolve claims, verify eligibility, and resolve disputes.
- Investigate, research, and provide timely responses to all service issues.
- Continually increase and maintain knowledge and skills in utilizing various technology platforms, quoting systems, and other benefit-related systems.
- Lead the implementation and utilization of benefit-related technology platforms on behalf of clients.
- Respond to client questions and requests for quotes, developing effective and practical benefit strategies related to cost, delivery, and administration.
- Prepare marketing proposals and renewal materials for prospective and current clients.
- Maintain a knowledge base of changing regulations, carrier requirements, underwriting guidelines, and industry trends and standards.
- Participate in client events, such as galas, fundraisers, and other outside activities when appropriate.
- Complete necessary continuing education courses to maintain a valid Health & Life Producer’s license.
- Perform other duties as assigned.
Requirements:
- Demonstrated verbal and written communication skills including correct grammar, spelling and punctuation in correspondence
- High degree of critical thinking; ability to problem solve when the answer is not readily apparent
- Demonstrated attention to detail; producing outcomes with minimal errors
- Understanding of insurance concepts and applicable law as it related to employee benefits
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
- Ability to determine work priorities and remain flexible as needs and priorities change
- Works well with minimal supervision; able to function independently and as part of a team
- Active life and health insurance license
- Three years’ experience servicing employee benefit clients in the small and large group segment
- Minimum one year experience presenting information in a group setting
- High school diploma or equivalent
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.