Account Manager - San Diego, United States - Acrisure

Acrisure

Verified Company

San Diego, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Description

About Acrisure

Acrisure is a Fintech leader empowering businesses and consumers alike with unmatched financial solutions. The Company is headquartered in Grand Rapids, Michigan, and employs over 15,000 colleagues in 21 countries.

It is distinguished by its dynamic culture, fast paced environment and determination to drive innovation at all levels of the business.

Under the leadership of Co-founder, Chairman and CEO Greg Williams, Acrisure has grown from $38 million to more than $4 billion in revenue in just under ten years.

Acrisure connects clients to financial solutions through the best of humans and an AI platform. Acrisure's products include Insurance, Reinsurance, Cyber Services, Mortgage Origination and more to over 1.3 million clients around the world.

Additionally, Acrisure is committed to social issues such as children's health and DEI in financial services. Acrisure formed Evolution Advisors, a joint venture focused on providing access to financial services to minority-owned enterprises.

Job Summary:

The Account Manager (AM) is primarily responsible for retaining and growing an assigned book of business within the small market (<50 employees) through exceptional service, meaningful client engagement and providing proactive solutions.

In addition, the AM will accurately update employer benefit plan transactions, daily service transactions, rating and related activities in an Agency Management System in a timely manner.

The AM will be accountable for:

Responsibilities:

Proactively manage an assigned book of business
Provide accurate, timely and professional service to assigned customers
Retain assigned customers and grow relationships where appropriate by providing solutions and leveraging internal and external data to support and educate the customer
Complete necessary workflows and activities in Agency Management System (AMS) and other applicable software
Responsible for maintaining accurate data for assigned customers activity in the Agency Management System
Prepare employee communications for renewals and enrollment period
Be a student of the business by growing group insurance knowledge through company provided online learning tools as well as industry content and publications
Develop and maintain carrier relationships and share knowledge with peers and leadership

Requirements:

Proficient small group employee benefit knowledge
Effective communication skills as well as strong organizational skills and demonstrated attention to details
Able to work independently and within a team environment
Embraces customer success and demonstrates a "can do attitude"
Can manage multi customer related activities simultaneously

Education/Experience:

College/University degree preferred
Minimum 2year group benefits experience
Demonstrated success managing assigned customer block

Pay Details:

Annual Salary:
$70,000 - $80,000

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.