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Acrisure · 1 day ago

Account Executive - Large Group Employee Benefits

Costa Mesa, CA

Full-time

Onsite

Mid Level

$90K/yr - $110K/yr

3+ years exp

Acrisure is a global fintech leader empowering businesses and individuals with tailored solutions. The Account Executive will manage and retain clients, ensuring exceptional service and driving retention and growth through strategic planning and execution.

Financial ServicesInsuranceInsurTech

Responsibilities

Serves as the primary group level contact for day-to-day requests, account oversight and escalation for critical client service issues; responding timely and accurately to ensure client satisfaction

Responsible for coordinating the pre-renewal strategy and planning of assigned groups, including the scheduling of meetings, marketing, quoting, plan analysis and compilation of presentation materials

Present renewals, recommend benefit plan options, and confirm client decisions for designated accounts

Strategize with the account executive/broker to support all marketing, renewal and open enrollment related activities

Serves as knowledgeable resource for account management support team and clients in areas of eligibility, claims, COBRA, underwriting guidelines and employee benefits compliance

Ensures all compliance documents and contracts are completed on time and kept updated per regulatory requirements including Section 125 plans, SPD, COBRA, FSA, HRA and form 5500 filings

Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes

Maintains excellent client, carrier and vendor relationships

Acquire and maintain high level experience in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun and other agency supported technology tools

Pursues professional development and continuing education by keeping current with technology tools, regulatory changes, product and service enhancements, and other industry trends

Other duties as assigned

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

Qualification

Employee benefits complianceL&H licenseApplied EpicMicrosoft OfficeInsurance conceptsVerbal communicationWritten communicationCritical thinkingAttention to detailTeamwork