Acrisure’ s Great Lakes Region 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 Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Region 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.

About The Role

Assists in the set-up of new groups and ongoing maintenance in web portal and on-line enrollment system. Works with outside vendors to complete required filing and reporting. Assists with the onboarding of new clients and/or renewal of existing clients utilizing on-line enrollment systems, including set-up new groups/plan documents/system enhancements. Works with programmer(s) to maintain functionality of current on-line enrollment system. Assists with reviewing discrepancy reports and audits on-line enrollment system and web portal to ensure accurate information is being captured and/or displaced in both systems.

Responsibilities: 

Set up online benefit enrollment system for new clients, by programming general client information, various insurance benefit details, enrollment eligibility criteria, carrier premiums, employee premium cost shares, and plan documents into system templates.

Lead system implementation call with clients to ensure their benefits enrollment needs are met.

Collaborate with internal staff and benefit carriers to gather necessary benefit information for programming.

Test and troubleshoot programming to ensure the enrollment process works correctly for every scenario. 

Import and audit employee demographic data and benefit enrollment data. 

Train client Human Resources staff on Admin functions of online enrollment system in person or via Microsoft Teams. 

Support our internal staff and group HR, at onsite employee meetings, for annual open enrollment as well as ongoing support via phone/email throughout the year. 

Stay up to date on new software releases and changed or added functionalities of enrollment system. 

Proactively seek potential uses of enrollment system to ensure or develop additional services to clients and create greater efficiency in agency processes. 

Process annual ACA Reporting (1094 and 1095), including electronic filing with the IRS on behalf of the clients. 

Develop and maintain a positive relationship and rapport with each client. 

Develop and maintain a positive relationship and rapport with benefit enrollment system support staff, requesting enhancements to the system as needed. 

Attend regularly scheduled training and conferences when content is deemed advantageous. 

Participate and contribute to department meetings.

Comply with agency standards, policies, and procedures.

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

Requirements: 

Strong organizational and time management skills, along with a demonstrated attention to detail 

Superior skills in leadership, employee development, and employee engagement 

Professional verbal and written communication skills 

Excellent technology and computer system skills. 

Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect. 

Ability to make appropriate and timely key business decisions. 

Effective change management, time management, and follow-up skills 

Excellent critical thinking skills: ability to troubleshoot.

Proficient computer skills with agency management software systems, basic working knowledge required/Intermediate knowledge preferred of Microsoft:  Word, Outlook, PowerPoint, Excel, and OneNote.

Customer service oriented. 

Employee Navigator experience preferred.

Knowledge of Agency Management Systems; Applied Epic a plus.

Able to function independently and as part of a team. 

Education/Experience:

High school diploma or recognized equivalent is required.

Associate degree or higher is preferred, or equitable experience.

Minimum 2 years of customer service experience is preferred.

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 the 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.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.

The noise level in the work environment is usually moderate.

Benefits & Perks:

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs   

Offering hybrid work option  

Opportunities for Growth

Educational Resources

Generous time away

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.