Associate Account Manager

Job Description Job Duties & Responsibilities: Behavioral Competencies Actively listen to clients, team members, and external partners. Communicate transparently and openly. Stay updated on industry trends, regulations, and best practices. Build relationships with clients and colleagues to develop trust and rapport. Support clients with consistent follow through on commitments, deadlines, and by providing accurate and timely information. Collaborate with clients, internal stakeholders, and external partners with a total client mindset. Have a strong aptitude for multiple systems, both internally and externally (client-facing), with the ability to discuss external products and systems. Work with a high level of attention to detail in time-compressed situations. Practical Competencies Support the EB AM/AE in all aspects of plan administration and advocacy. Maintain accurate and up-to-date account records, including client interactions, transactions, and any changes to policies or coverage. Monitor carrier/BenAdmin discrepancy reports. Assist EB AM with new client onboard and vendor installation workstreams. Attend client meetings as needed. Help coordinate in-person and virtual Client Meetings. Support the preparation of Open Enrollment presentations and pre-recorded videos as needed. Audit all communication materials, system builds, and benefits website. Collect and maintain all relevant policy and plan documents. Support benefits compliance activities. Technical Competencies Ensure the timely update of client policy, client service agreement, commission, and chargeback data in required systems. Respond to inquiries posted in system Activities initiated by EB, Accounting, Platform Services, and Enterprise Application Teams. Service clients using Microsoft 365 products including Outlook, Excel, Word, PowerPoint, Sharepoint, Teams, and OneNote. Fulfill client activities using a variety of software applications including vendor portals, client BenAdmin systems, and internal systems (e.g., Zywave, Mineral, etc.). Navigate Sharepoint, AcriWorld, Workday, and Service Portal to source and exchange information, and request internal support services. Submit eligible reimbursement requests through Concur. Create/facilitate client communication collateral using preferred platforms (e.g., InDesign and marq.) Utilize internal Tech Team expertise to resolve system data files and eligibility issues. Prepare vendor enrollment file by extracting demographic and eligibility data from client BenAdmin system or alternate source. Exercise knowledge of all group coverage types (e.g., medical, dental, vision, life, disability, voluntary, EAP, FSA/HSA/HRA, etc.) daily to educate client and employees. Utilize outsourced resources as assigned (e.g., ResourcePro). Tactical Competencies Review and understand client policy provisions and plan coverage. Problem-solve routine administration issues. Apply foundational knowledge of legislative mandates (e.g., ERISA, HIPAA, ACA, COBRA, FMLA) to Plan administration inquiries and resolution. Run/prepare renewal census and load quoting system, as required. All other assigned tasks Requirements: Thoroughly enjoy taking great care of customers Desire to manage a book of business and maintain relationships Basic to intermediate knowledge of insurance products and coverage Ability to carry out concrete tasks and problem solve abstract issues Strong ability to remain calm under pressure Ability to develop meaningful relationships with insurance carriers and with fellow employees Demonstrate excellent oral and written communication skills Education/Experience: High school diploma, college education preferred Life and Health License required Experience working in the employee benefits insurance market Benefits & Perks: Competitive Compensation Industry Leading Healthcare Savings and Investments Charitable Giving Programs Offering hybrid work option Opportunities for Growth Parental Leave Generous time away Acrisure is committed to making an impact in our communities by giving back, with millions committed to children's health with Helen Devos Children's Hospital and UPMC Children's Hospital of Pittsburgh. For more, visit or learn more here. Pay Details: Annual Salary: $52,000 - $70,000 Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.