About Acrisure

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $4 billion in revenue since 2013 and deploys the best of Human and High Tech at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.

Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by High Tech.

Job Summary:

The Account Manager (AM) is primarily responsible for retaining and growing an assigned book of business within the small market (<50 employees) through exceptional service, meaningful client engagement and providing proactive solutions. In addition, the AM will accurately update employer benefit plan transactions, daily service transactions, rating and related activities in an Agency Management System in a timely manner.

Responsibilities:

• Pro-actively manage an assigned book of business

• Provide accurate, timely and professional service to assigned customers

• Retain assigned customers and grow relationships where appropriate by providing solutions and leveraging internal and external data to support and educate the customer

• Complete necessary workflows and activities in Agency Management System (AMS) and other applicable software

• Responsible for maintaining accurate data for assigned customers activity in the Agency Management System

• Prepare employee communications for renewals and enrollment period

• Be a student of the business by growing group insurance knowledge through company provided online learning tools as well as industry content and publications

• Develop and maintain carrier relationships and share knowledge with peers and leadership

Requirements:

• Proficient small group employee benefit knowledge

• Effective communication skills as well as strong organizational skills and demonstrated attention to details

• Able to work independently and within a team environment

• Embraces customer success and demonstrates a “can do attitude”

• Proficient in MS Office applications and experience with AMS or related software

• Can manage multi customer related activities simultaneously

Education/Experience:

• College/University degree preferred

• Minimum 2-year group benefits experience

• Demonstrated success managing assigned customer block

Benefits & Perks: