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Acrisure · 15 hours ago

Employee Benefits Account Manager

St Louis, MO

Full-time

Onsite

Mid Level

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services. The Account Manager will serve as the primary contact for service needs, managing team operations and ensuring effective client service delivery.

Financial ServicesInsuranceInsurTech

Responsibilities

Manages the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload

Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members

Assists Producers and Account Executives with Client service commitments

Ensures service standards are met, trends are identified, and process improvements are implemented on the team

Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success

Manages the new business and renewal process, as well as oversees day to day client changes

Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals

Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes

Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed. Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting

Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter

Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file

Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests

Qualification

Insurance LicenseClient Services ExpertiseInsurance ProcessingComputer SkillsMicrosoft WordMicrosoft PowerPointMicrosoft ExcelOrganizational SkillsAttention to DetailVerbal CommunicationWritten CommunicationTeamwork