Account Manager

Account Manager – Employee Benefits

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 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years.

Our culture is defined by an entrepreneurial spirit, client centricity and an indomitable will to win.

The Employee Benefits Account Manager position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and innovative use of technology. The role involves managing and nurturing client relationships to ensure satisfaction, retention, and growth, consulting on insurance plan designs and compliance services, handling renewal negotiations, overseeing vendor and carrier selections, and leveraging technology and market insights to enhance service delivery, identify cross‑selling opportunities, and support small‑business and personal insurance needs.

• Client Relationship Management:
• Serve as the primary point of contact for clients, managing day‑to‑day communications and fostering strong, long‑lasting relationships for assigned book of business.
• Understand client needs and objectives, providing strategic recommendations and tailored data‑driven solutions. Proactively communicate and coordinate annual enrollment support throughout the lifecycle of the client’s policy.
• Maintain timely and accurate data for assigned customer activity in Agency Management System and related customer engagement software where applicable.
• Maintain consistent and ongoing engagement throughout the customer lifecycle.
• Strategic Engagement and Execution:
• Implement and monitor data‑driven and customer‑tailored marketing or awareness campaigns.
• Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations.
• Attain retention and growth targets for assigned customer block by leveraging proactive data‑driven customer engagement tools and awareness campaigns.
• Strategic Planning and Support:
• Contribute to the identification of new opportunities for client growth and expansion of services.
• Share client engagement best practices with peers.
• Stay updated with industry trends and best practices to provide clients with cutting‑edge solutions and services.
• Coordination and
  
  Collaboration:
• Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third‑party partners.
• Collaborate with the Digital Employee Benefits Team Leader to address any challenges and continuously improve service delivery.
• Support cross‑functional initiatives that enhance the overall digital strategy and contribute to client success.
• Drive client adoption of self‑service tools and enrollment capabilities.
• Client Success and Value Delivery:
• Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations.
• Promote additional digital services and solutions that can further support client objectives and business growth.
• Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship.
• Met or exceed client retention and satisfaction metrics through a highly consultative and technology‑first approach.
• Perform other tasks or projects as requested by service team or region leadership.

• Education: Bachelor’s degree in business administration or a related field (experience preferred). Hold applicable Health and Life Insurance state license.
• Experience: Minimum of 2 years of experience in account management or a related role and current license for over 1 year. Proven experience in managing client relationships and achieving retention targets. Experience remarking clients across multiple carriers, delivering client proposals, and providing…