Account Manager, Employee Benefits

3 days ago


Greenwood Village, Colorado, United States Acrisure LLC Full time
About the Role

Acrisure LLC is seeking a highly skilled Account Executive to join our Employee Benefits team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.

Key Responsibilities
  • Develop and implement action plans to meet client goals and objectives
  • Identify and pursue new business opportunities to grow and diversify client portfolios
  • Work closely with the sales team to acquire new clients and expand existing relationships
  • Collaborate with insurance carriers to secure quotes and verify specifications
  • Review and process various documents, including policies, endorsements, and invoices
  • Document all activities in our agency management system
  • Prepare clear and concise proposals to effectively communicate marketing results with clients
  • Complete and audit all internal documents to ensure accuracy
  • Coordinate resources, negotiate contracts, and monitor account performance
  • Adhere to and comply with organization policies and procedures, sales and service standards, and established workflows
Requirements
  • Active Health & Life License Required
  • Experience with Applied Epic or similar agency management software
  • Strong organizational skills, with the ability to discern priority and initiative
  • Computer skills, specifically Microsoft Word, Outlook, and Excel
  • Excellent verbal and written communication skills, as well as strong interpersonal skills
  • Mathematical skills, with the ability to calculate figures and amounts
  • Reasoning skills, with the ability to solve practical problems and interpret instructions
Benefits
  • Competitive Compensation
  • Industry-Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Hybrid work option
  • Opportunities for Growth
  • Educational Resources
  • Generous time away


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