Assistant Account Executive

Job Description

Job Title: Assistant Account Executive

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Position Overview:
We are looking for a proactive and organized professional to join our team, providing crucial support to our Senior Account Executive. In this role, you will be responsible for assisting with compliance-related tasks, performing data entry, and contributing to the overall success of client accounts. The ideal candidate will have strong attention to detail, excellent communication skills, and the ability to thrive in a fast-paced, client-focused environment.

Key Responsibilities:

Executive & Administrative Support

• Provide high-level administrative assistance to the Senior Executive

• Manage complex calendars and coordinate scheduling across departments and external partners

• Screen and route phone calls and emails; prioritize urgent requests

• Prepare agendas, take detailed meeting notes, and ensure follow-ups are tracked

• Maintain overall organization and daily efficiencies for the Executive

Client Account & Compliance Support

• Assist with day-to-day client account administration in collaboration with internal teams and external vendors

• Monitor employee benefit elections and initiate Evidence of Insurability (EOI) processes for those who elect above the Guarantee Issue for voluntary benefits

  • Send EOI requests up to three times before withdrawing for non-response

  • Track statuses and update benefit administration systems or notify clients accordingly

• Help manage compliance with timelines and reporting requirements (ACA, CAA, COBRA, etc.)

• Support the development and delivery of plan summaries, open enrollment materials, and compliance documentation

Reporting, Data & Systems Management

• Accurately enter and maintain client and compliance data in internal systems

• Download and configure filtered reports for service and renewal teams to identify progress and delays in resolution

• Reformat carrier-specific reports for SFTP delivery

• Assist in initiating, mapping, and configuring Data Exchange (EDI) files for new plans and carriers to automate eligibility within the benefits administration platform

• Build, update, and maintain presentation materials and strategic reports

Ad Hoc & Special Projects

• Take initiative on special projects and tasks assigned

• Collaborate closely with the Executive on building and optimizing internal systems and workflows

Qualifications:

• 3+ years of administrative or executive assistant experience; prior experience in employee benefits or insurance is a plus

• Familiarity with benefit administration platforms, carrier systems, and EDI/EOI processes is highly preferred

• Strong organizational and time-management skills with meticulous attention to detail

• High level of proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with CRM systems preferred (EPIC)

• Excellent communication and interpersonal skills

• Proven ability to prioritize, multitask, and work effectively under pressure

• Flexible, adaptable, and eager to grow in a supportive, team-oriented environment

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Pay Details:

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 www.Acrisure.com/privacy/caapplicant.

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.