Account Manager II

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:

Staff Benefits Management & Administrators (SBMA), a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA is different because of its personal service, speed of implementation, and innovative approach to benefits coverage.
SBMA, a third-party administrator, is currently seeking an Account Manager II to join our growing team. The Account Manager II will be responsible for a number of daily administrative tasks. Qualified candidates will possess the ability to pay attention to detail, self-motivation, outstanding customer service (verbal and written), learn and use new computer systems and software, and work well in collaborative environments.

Account Manager II Essential Duties and Responsibilities:

· Demonstrate articulate, polite, and tactful communication both verbally and in writing. Engage with clients and team members professionally to facilitate smooth interactions and resolve issues.

· Proficient knowledge and ability to use advanced features of Excel, Outlook, and Microsoft Office Suite to manage data, generate reports, and streamline office operations. This includes creating and maintaining, producing, and cleaning up complex spreadsheets.

· Handle inbound calls promptly and direct them to the appropriate department or individual.

· Provide accurate and helpful information to clients and serve as the main point of contact, ensuring their needs are addressed efficiently.

· Address and resolve client inquiries and issues related to policies, benefits, and coverage. Provide guidance and solutions based on a thorough understanding of company products and services.

· Oversee and manage a high-volume inbox for a book of 50+ group accounts. Prioritize, organize, and respond to emails related to various client needs, policy updates, and administrative tasks.

· Cultivate and enhance relationships with existing clients to ensure their continued satisfaction and loyalty.

· Develop and implement strategic plans to effectively manage and grow a book of business. This involves analyzing account performance, identifying opportunities for improvement, and maintaining strong client relationships.

· Process and handle requests for new or replacement ID cards solely for the assigned book of business. Ensure requests are completed accurately and promptly and communicate with clients regarding the status of their requests.

· Execute daily administrative tasks, including managing Outlook inbox, managing portals related to the book of business, scheduling meetings with internal or external contacts, ensuring all policy documentation is accurate, complete, and up to date, and maintaining organized records. This involves efficient task prioritization and attention to detail.

· Demonstrate strong organizational skills with the ability to manage multiple tasks simultaneously. Prioritize daily responsibilities to meet deadlines and maintain high productivity levels.

· Contribute positively to team dynamics by working cooperatively with colleagues. Support team initiatives and participate in collaborative projects to achieve common goals.

· Participate in internal training sessions and professional development programs to enhance skills and knowledge.

· Possess a Health and Life Insurance License or be willing to obtain one within six months of employment. This certification is essential for providing accurate information and handling insurance-related transactions.

· Minimum of (3) years of experience in the insurance industry, including direct experience with medical benefits or direct insurance-related experience. Familiarity with benefit/eligibility portals is preferred.

· Ability to work independently in a remote environment while maintaining high productivity and meeting performance expectations.

· Overall account group oversight by managing all aspects related to employer-based/Self-Funded insurance plans. This includes coordinating with Group Admins, Brokers, and General Agencies, addressing group-specific issues, and ensuring comprehensive management of each account.

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

Competencies:

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and Experience:

• 3+ Years of prior insurance experience, required

• A high school diploma or the recognized equivalent, required

• 3+ years of prior medical benefits-related insurance experience required

• Working knowledge of Microsoft Office (intermediate to advanced Excel knowledge)

• 3+ years of prior experience working in an administrative/office setting

Other Qualifications:

• Must possess excellent verbal and written communication skills

• Ability to work well independently on assigned duties and collaborate effectively with a team

• Must be comfortable with Microsoft Office (Excel, Word, Outlook, etc.)

• Bilingual, not required, but a plus.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20 lbs.

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.