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Acrisure · 4 hours ago

Employee Benefits Account Executive

Grand Rapids Metro

Full-time

Onsite

Senior Level

5+ years exp

Acrisure is a global fintech leader that empowers businesses and individuals with innovative solutions. They are seeking an Account Executive to manage a portfolio of group health plans, ensuring client needs are met while developing tailored insurance solutions to enhance client value and relationships.

Financial ServicesInsuranceInsurTech

Responsibilities

Building and maintaining strong, trust-based relationships with clients and prospects

Identifying cross-selling opportunities for additional products and services

Conducting thorough needs assessments and delivering customized insurance and total client solutions

Negotiating terms and coverage with underwriters and carriers

Ensuring Plan Sponsor compliance with industry regulations

Providing exceptional customer service and support throughout the client lifecycle

Collect detailed risk and underwriting information including survey data and loss history

Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information

Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues

Secure annual renewals, negotiate premiums and commissions, prepares proposals and corresponding presentations

Bind coverage, prepare binders, and delegate certificates

Ability to provide Contract review

Process policy changes and corresponding documents

Proficient in carrier websites for rating, billing, processing changes, and loss retrieval

Meets with clients as needed or directed by client advisor

Participate in carrier/wholesaler meetings for relationship development

Serves as technical expert, assisting insureds and department members to resolve complex issues

Qualification

Employee benefits experienceClient relationship managementInsurance solutions expertiseAccounting knowledgeAdvanced technology proficiencyCommunication skillsCritical thinkingAttention to detailTeam collaborationProject leadershipAdaptability

Required

Able to function independently and as part of a team

Fully competent in applying established standards and works with guidance or direct supervision by exception

Demonstrated ability to lead projects and teams effectively, including delegating tasks to team members, coordinating efforts across departments, and ensuring timely and successful completion of objectives

Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence

Must have a high level of understanding accounting or strong math skills

High degree of critical thinking; ability to problem solve when the answer is not readily apparent

Demonstrated attention to detail, producing outcomes with minimal errors

Ability to adapt well to change in direction and priority in a fast-paced environment

Ability to demonstrate advanced level proficiency with a variety of technology including MS Office

Knowledge of Agency Management Systems; Applied Epic a plus

Complies with continuing education requirements for agent licensing as well as professional designations

Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current

Bachelor's degree's degree and/or 5+ years employee benefits experience or recognized equivalent is required

Hold and maintain appropriate state Life and Health or Employee Benefits license or obtain within 90 days of hire date