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About the Role
The Employee Benefits Account Executive supports the retention and growth of client relationships by delivering a high-quality client experience, applying a working knowledge of employee benefits solutions, and assisting with the sales and renewal process to help achieve client objectives. The Account Executive partners closely with Senior Account Executives and Account Managers to support existing client relationships and the acquisition of new business. They serve as a day-to-day client contact, assisting with coordination of service needs and financial matters, including carrier communications and fee administration.
Responsibilities
- Responsible for clients’ employee benefit experience, accountable for developing and executing the benefit strategy and ensuring service standards are met.
- Collaborates with Account Managers and internal teams.
- Maintains positive working relationships with vendors and carriers.
- Creates client renewal strategy and ensures that it is successfully executed by the team.
- Directs client benefit communication needs including wellness programs and benefit enrollment.
- Stays up to date with industry trends, and compliance deliverables for clients.
- Participates in self-funded and alternative funding discussions alongside data analytics team.
- Responsible for coordinating, presenting renewal details and driving cost containment strategies.
- Manage and oversee the Open Enrollment timeline to ensure that client expectations are met.
- Identifies opportunities for additional services, round out opportunities and collaborates Client Advisor and team members.
Requirements
- Proven professional history of success at managing client relationships.
- Demonstrates a working knowledge of employee benefit regulations and compliance requirements, with ongoing development expected.
- Proficient in MS Office Suite, especially Excel and PowerPoint.
- Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.
- Ability to communicate with all levels of an organization, verbally and in writing required.
- Excellent attention to detail is required.
Skills
- Employee Benefits
- MS Office Suite
- Excel
- PowerPoint
- Financial analysis
- Communication
- Attention to detail
- Self-funded experience
- Epic
- Employee Navigator
- Agency management systems
Location
- On-site
Work Type
- Full-time
Experience Level
- 2-4+ years of account management experience of mid-large complex Employee Benefits experience (100+ employees).
Education Level
- State Life and Health Producers license required
- Industry professional designation a plus
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
About the Company
- Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.
- We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
- Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to nearly $5B in revenue in just over ten years.
- Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
- At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
- Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
- Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Equal Opportunity
- Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
- Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
- Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
- California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
- Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.