Account Manager (Great Lakes Platform/Advanced Benefit Solutions)



Sales & Business Development
Cadillac, MI, USA
Posted on Wednesday, August 30, 2023

Job Title: Account Manager

Department/Agency: Great Lakes Platform (Advanced Benefit Solutions)

Location: Cadillac, MI

Job Summary:

Ensure exceptional service to assigned clients and prospective clients; market all employee benefit lines with numerous carriers, and to coordinate the workflow for the Producer with clients and carriers. The Account Manager position is the highest point of accountability for internal agency service to clients.


  • Handle or refer all requests by our clients as the first point of connection for group contacts requiring assistance via phone or email. Provide acknowledgement response within 2 hours and follow up within 2 days repeating until the question or issue has resolution.

  • Work with Underwriting and review proposals/spreadsheets received from the various carriers and make recommendations to the Producer and Account Executive.Work with Account Admin Coordinator to assemble in a formal proposal presentation.

  • Provide training to clients on agency tools.

  • Effect changes in coverage as requested and needed by customer, communicating with Account Admin Coordinator appropriate plan changes for paperwork implementation.

  • Direct smooth transition from one carrier to another carrier.

  • Perform periodic service calls on all accounts.

  • Review TPA plan docs.

  • Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients.AACs will be communicating these internally with team members.

  • Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.

  • Act as a back up to the Producer and Account Executive with clients and carriers.

  • Available to assist with facilitating client employee meetings to provide education on their benefits program.

  • Leading regular team huddles to coordinate and oversee other service team members assigned to their clients to ensure quality standards are being met.

  • Attend and complete any training sessions or assignments as required.

  • Perform other tasks on projects as needed/assigned.

  • Attend and participate in monthly department meetings.

  • Prepare Custom SBCs/BAAGs for the Group at Renewal

  • Complete/Pre-fill TASC COBRA and FSA new business paperwork

  • Complete/Pre-fill 5500 new business paperwork with Acrisure for client.

  • Work with AAC on several projects.

    • Help organize PCORI fee reporting

    • Help communicate with clients on PA106 newspaper notices

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Job Qualifications:

  • College degree or 2 years of experience in Employee Benefit Insurance

  • Michigan Health and Life License or willing to obtain license within 12 months

  • Department leader with proactive approach

  • Product Knowledge

  • Strong organizational skills, high attention to detail, responsive and self-motivated

  • Must have drive, empathy, energy and integrity with the ability to influence and motivate others. Should have demonstrated effective presentation skills through both verbal and written communications.

  • Team player and task-orientation

  • Good communication skills and courteous telephone skills

  • Positive Attitude

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.