Experienced management and administration professional to be responsible for resolution of customer service issues, detailed and timely processing of new and existing group insurance enrollment (currently Life/AD&D, Disability, Critical Illness, Accident, Medical and Dental coverage), and other related daily administration in support of (a) national account(s).

Reports to the Group Insurance Administration Director and firm principals at Disability Specialists (subsidiary of Acrisure, LLC).

Responsibilities

• Respond to and resolve any client inquiries or customer service issues in a timely manner (daily via phone call, email, or other required methods, TBD).
• Maintain and update employee records, benefits files, and reports.
• Master various systems for research, data entry updates, or storage in databases, or other resources such as:Prudential enrollment portal Prudential TPA portal AGB SmartOffice Velocify Email boxes such as FSIPlan or FSIenroll Shared drive OneDrive files FSI CRM FINRA Other as assigned
• Coordinate and perform timely processing (daily, every 2 days maximum) of assigned new and replacement enrollment, including:Downloads of enrollment applications from carrier system Notifying assigned sales team of received applications Accessing resources to evaluate eligibility for insurance (FINRA, FSI membership searches) and update database records via data entry Manage association membership status (communication, research, updates in database) Ongoing updates and maintenance of database records for any changes (benefit amount changes, membership or FINRA status, contact information etc.) Process email confirmations for both new and replacement enrollment applications timely, meeting deadlines
• Respond to internal DSI communications (voicemails, emails) daily (with ETA on delivery of resolution if not the same day, and follow through to meet ETA).
• Process cancellations/terminations, and related credit requests.
• Process requests for forms:Beneficiary ACH Claims
• Evaluate the efficiency and value of current benefit programs and make recommendations for improvement.
• Collaborate with DSI finance team and ensure that premium payment deductions, credit requests, and bank returns are processed accurately and in a timely manner.
• Maintain and create records, reports, and documentation in accordance with federal, state, and provider regulations.

Additional Requirements

• College degree or equivalent insurance business experience in insurance or a related field.
• Management experience for coordinating both people and processes.
• Working knowledge of relevant insurance and underwriting policies and regulations.
• Strong MS Excel skills.
• Elevated professionalism with strong communication and interpersonal skills.
• Strong analytical capabilities.
• Accuracy (attention to detail).

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.