Job Description
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.
Job Summary:
The Account Manager works collaboratively with agents and brokers to manage and service an assigned set of clients, specific to their secondary coverage with Equipoint Partners. The AM assesses clients’ needs, maintains client and carrier relationships, and supports client retention. This role serves as the day-to-day contact and provides resolution for client questions and issues.
Primary Role:
- Communicates with clients to ensure that all their needs are understood.
- Answer inbound calls and emails to client services. Processes incoming requests and responds promptly and appropriately.
- Submits and follows claims and coverage issues to resolution. Assists clients in submitting/researching claims and obtaining claims status if an immediate need should arise.
- Fulfills requests for ID cards, enrollment changes, demographic changes, certificate requests, etc.
- Coordinates and/or verifies client or carrier contact changes, agent of record changes and system access within internal system and carrier websites.
- Provides assistance with clients' billing and eligibility, and on occasion may conduct these audits for clients independently if not handled or escalated by the Group’s Administrator.
- Oversees renewal and open enrollment processes for secondary coverage.
- Assists with benefits’ system build or any other vendor implementation.
Skills & Qualifications:
To perform the job successfully, an individual should demonstrate the following competencies:
Teamwork & Initiative - Supports all organizational departments in a collaborative effort for success. Maintains a cordial and effective relationship with clients, coworkers, carriers, and agents. Volunteers readily, when available; takes independent actions and calculated risks; asks for and offers help when needed.
Communication – Speaks and writes clearly and informatively; reviews work for spelling and grammar; presents numerical data effectively; ability to explain complex issues.
Quality Project Management - Ability to lead and contribute to the team. Sets priorities and manages workflow to ensure timely and accurate processing of transactions and other responsibilities. Demonstrates attention to detail. Ability to multi-task, working on several projects at one time, while retaining the same level of quality and performance with each task. Continues to learn and utilize programs and processes set forth by the company. Programs may include Equipoint System, Atlas, JIRA, Microsoft (Outlook, Teams, OneDrive, Edge, Word, Excel).
High school education or equivalent required.
NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned to meet the ongoing needs of the organization. Some duties listed may not apply.
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.
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