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-timeFlorida • United StatesJuniorMid-Level💰 $40,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client management and relationship-building capabilities, with a focus on achieving retention and growth targets. Proficient in utilizing account management software and implementing data-driven marketing strategies to enhance client engagement and satisfaction.

Highest-signal resume keywords

Client ManagementAccount Management SoftwareHealth and Life Insurance LicenseRetention Target AchievementData-Driven Marketing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient Proposal DevelopmentCross-Selling ProductsMultitasking Across SystemsData AnalysisCustomer Engagement StrategiesClient Retention StrategiesProject ManagementCreative Problem-SolvingDigital Strategy Implementation

Soft Skills

Communication SkillsRelationship BuildingTeam CollaborationPresentation SkillsCustomer Service Orientation

Tools & Technologies

Applied EPICAgency Management SystemCustomer Engagement Software

Certifications & Qualifications

Health and Life Insurance License

Industry Keywords

Client RetentionClient Growth OpportunitiesDigital Employee BenefitsMarketing CampaignsIndustry Trends

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 objectives and provide strategic recommendations and tailored data-driven solutions
Proactively communicate and coordinate annual enrollment support throughout the client policy lifecycle
Maintain accurate customer activity data in the Agency Management System and related customer engagement software
Implement and monitor data-driven, customer-tailored marketing or awareness campaigns
Drive industry and solution awareness and exceed client expectations
Attain retention and growth targets for assigned customer blocks
Identify new client growth opportunities and expansion of 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 address 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
Introduce innovative ideas, tools, and approaches within client accounts
Meet or exceed client retention and satisfaction metrics
Perform other tasks or projects as 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, with the ability to convey complex information clearly and effectively
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 related field experience preferred
Must 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 to broaden the total client relationship
Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership