Employee Benefits Account Manager

About Us:

Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. 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.

Job Summary:

Assists in the set-up of new groups and ongoing maintenance in web portal and on-line enrollment system. Works with outside vendors to complete required filing and reporting. Assists in the on-boarding of new clients and/or renewal of existing client’s utilizing on-line enrollment systems, incl. set up new groups/plan documents/system enhancements. Works with programmer(s) to maintain functionality of current on-line enrollment system. Assists with reviewing discrepancy reports and audits on-line enrollment system and web portal to ensure accurate information is being captured and/or displayed in both systems.

Responsibilities:

• Complete system builds, renewal updates, and troubleshooting of Employee Navigator system. 

• Carrier EDI and Data Exchange set-up, review, auditing, and discrepancy report management.  

• May support carrier, payroll, and TPA connections within platforms and audit, as required. 

• Perform reporting and analytical audits for ACA. 

• May demo platforms and/or communicate directly with clients, at the direction of Account Management and Tech Team leads. 

• Supports internal and external software/systems to ensure optimal functionality. 

• Strong ability to identify and resolve problems utilizing standard guidelines and/or customized solutions 

• Follow pre-set processes and procedures for all Technology Team tasks. 

• Follow all Quality Assurance (QA) processes and procedures. 

• Work closely with the Account Management team for specific data requirements and client communication needs. 

• May attend virtual or in-person conferences to further education. 

• Foster a positive working environment within the Tech Team and all Acrisure partners. 

• Communicate clearly and professionally to all internal and external parties. 

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

Requirements:

• Strong organizational and time management skills, along with a demonstrated attention to detail 

• Professional verbal and written communication skills 

• Strong ability to analyze, interpret, and communicate data and reporting. 

• Proficient in understanding elements of plan structure, design and function 

• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect. 

• Effective time management, and follow-up skills, with the ability to prioritize and manage multiple projects and assignments with deadlines. 

• Understanding of Benefit Administration 

• Strong technical aptitude and ability to learn and use a variety of software applications. 

• Proficient in Microsoft Office Suite 

• Ability to work independently and as a member of a team. 

• Position may be remote/hybrid. When working remote, you must have a designated work area, free from distractions. 

Education/Experience:

• Minimum 2 years of technical employee benefits experience 

• Life/Health Agent License preferred. 

Benefits & Perks: