Client Manager - Benefits - Entry Level

About the Acrisure Texas Platform:

Acrisure’s Texas Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Texas Platform to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

GDP Advisors, an Acrisure agency partner, is currently looking for a full-time Client Manager for their benefits team. The Client Manager supports their external customers by providing quality service implementation and delivery; they provide internal customer service through effective team communication, development, and management. The success of this role is measured by external customer satisfaction, effective quality service delivery and overall account retention. This role will be required to travel 15% of the time.

PRIMARY RESPONSIBILITIES:

• Actively supports the client management team to ensure all key interactions between client and team are constructive and strategic.
• Assisting GDP Strategist with client strategy development and execution.
• Assisting Client Management, Client Support and Technology Team members with resolution of elevated client issues.
• Ensure the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations.
• Manage the client insurance renewal process, and new client onboarding.
• Presenting Plan Cost Analysis and Financial reporting to client
• Oversight of all client compliance best practices and annual review of Summary Plan Documents
• Ensure business partnerships are maintained with all key carriers and third-party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients

GENERAL EXPECTATIONS & REQUIREMENTS

• BA/BS degree or equivalent experience.
• 1 years of client management experience, with 2 years of general Employee Benefits Brokerage experience in the small market segment (2-100 employees) – additional large market (100 ) experience is a plus
• Proven professional history of success at managing client relationships
• Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards
• State Life and Health Producers license is required; industry professional designation a plus
• Proficient in MS Office Suite, especially Excel and PowerPoint (testing may be required)
• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning

Other Qualifications:

• Ability to communicate with all levels of an organization, verbally and in writing required
• Excellent attention to detail is required

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year
• 2 years
• Under 1 year

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Travel requirement:

• Up to 25% travel

Work Location: In person