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Acrisure

Employee Benefits Account Manager

Acrisure

. Serve as the primary point of contact for assigned clients and manage day-to-day communications .

Posted 9/15/2026full-timeArizona • United StatesJuniorMid-Level💰 $40,000 - $75,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client management and relationship-building capabilities, with a focus on delivering tailored, data-driven solutions and achieving retention and growth targets. Proficient in utilizing account management software and collaborating across teams to enhance client success.

Highest-signal resume keywords
Client ManagementRelationship BuildingApplied EPIC SoftwareHealth and Life Insurance LicenseAccount Management Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Account ManagementData-Driven SolutionsClient ProposalsCross-Selling ProductsClient Retention Strategies
Soft Skills
Excellent CommunicationCreative Problem-SolvingTeam CollaborationMultitasking AbilitiesCustomer Service Orientation
Tools & Technologies
Agency Management SystemCustomer Engagement Software
Certifications & Qualifications
Health and Life Insurance License
Industry Keywords
Client EngagementDigital StrategyMarketing CampaignsCustomer LifecycleRetention Metrics

About the role

Key responsibilities & impact
  • Serve as the primary point of contact for assigned clients and manage day-to-day communications
  • Foster strong, long-lasting client relationships
  • Understand client needs and provide strategic recommendations and tailored data-driven solutions
  • Coordinate annual enrollment support throughout the client policy lifecycle
  • Maintain accurate customer activity data in the Agency Management System and related customer engagement software
  • Maintain ongoing engagement throughout the customer lifecycle
  • Implement and monitor data-driven, customer-tailored marketing or awareness campaigns
  • Deliver timely and valuable customer engagements that exceed client expectations
  • Attain retention and growth targets for assigned customer blocks
  • Identify new opportunities for client growth and expanded services
  • Share client engagement best practices with peers
  • Stay updated on industry trends and best practices
  • Coordinate with Digital Marketing, Human Resources, Compliance, and third-party partners
  • Collaborate with the Digital Employee Benefits Team Leader to resolve challenges and improve service delivery
  • Support cross-functional initiatives that enhance digital strategy and client success
  • Drive client adoption of self-service tools and enrollment capabilities
  • Promote additional digital services and solutions
  • Drive innovation within client accounts through new ideas, tools, and approaches
  • Meet or exceed client retention and satisfaction metrics through a consultative, technology-first approach
  • Perform other tasks or projects requested by service team or regional leadership

Requirements

What you’ll need
  • Strong client management and relationship-building skills, with a client-focused approach
  • Excellent communication and presentation skills
  • Experience in Applied EPIC or similar account management software
  • Ability to multitask across multiple systems and workflows
  • Ability to work collaboratively in a team environment and manage multiple projects simultaneously
  • Creative problem-solving abilities and a passion for customer service
  • Bachelor’s degree in business administration, or a related field experience preferred
  • Hold applicable Health and Life Insurance state license
  • Minimum of 2 years of experience in account management or a related role
  • Must have held a current license for over 1 year
  • Proven experience managing client relationships and achieving retention targets
  • Experience remarketing clients across multiple carriers, delivering client proposals, and providing consultation regarding available solutions
  • Ability to account round and cross-sell products
  • Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership