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Acrisure is a fintech financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3.9 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.
Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
With over 60 years of insurance industry experience, ELT Insurance Services is fueled by the love for their clients, love for their profession and love of excellence. As an ACRISURE Agency Partner, we’re able to deliver best in class solutions & service!
Position Summary
An incredible opportunity for a relationship-based Benefits Account Executive with excellent relationship and communication skills. If you can manage a significant book of both large and small accounts, we would like to meet you.
The ideal candidate will have a very strong background in employee benefits and the ability to develop an excellent rapport with clients and vendors.
The Benefits Account Executive role is critical to our future success and requires the delivery of exceptional customer service to exceed client expectations. Please contact us if you are self-motivated, conscientious, and interested in joining a lean & mighty team! This is a remote position.
Essential Duties and Responsibilities:
- Maintains, develops and grows client relationships, always delivering service excellence
- Interacts with client at both HR Manager level as well as C-level executives
- Understands overall renewal objectives and requirements
- Develops mutually beneficial relationships with insurance carriers and administrators to generate the best possible results for clients (competitive benefits, quick problem resolution, etc.)
- Keeps abreast of industry changes and communicates changes to clients when necessary
- Identifies short- and long-term strategies to meet the client’s goals
- Reviews employee benefits renewals for accuracy, communicates plan changes and financial impact to the client
- Oversees preparation of marketing specifications and progress with insurance carriers
- Delivers final proposals and recommendations to the client
- Manages new carrier and plan implementations
- Reviews policies and contracts for accuracy
- Assists clients with service needs and resolves routine issues, such as claims and billing resolution, provider inquiries, provider referral issues and other administrative issues
- Prepares and coordinates employee benefits communications and facilitates open enrollment meetings
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
- High School Diploma or the recognized equivalent
- Minimum 3-5 years of experience with employee benefits in a brokerage or carrier environment
- Must have and maintain a valid, unrestricted State of California Accident & Health license
Technology Skills:
- Proficiency with Microsoft Word, Excel and PowerPoint is required
Other Qualifications:
- Comprehensive understanding of underwriting procedures and requirements
- Strong knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features as well as the general factors which affect cost and plan design
- Excellent communication skills with the ability to provide clear, concise and accurate information in a written and verbal format
- Strong work ethic to consistently exceed expectations and over-deliver on promises
- Knowledge of federal and state legislation and legal issues related to the insurance industry (I.e. Healthcare Reform, COBRA, HIPAA, etc.)
- Confident ability to facilitate open enrollment presentations
- Maintain a sense of urgency and ability to work with and meet deadlines
- Demonstrates excellent time management and prioritization skills
- Attention to detail and commitment to a high level of accuracy
- The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate stress due to regular deadlines and daily challenges.
- High finger dexterity while typing documents and forms
- Occasionally lift up to 20lbs.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Work is done in a Remote Setting
- Must Reside in California
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Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, 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.
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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.
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