Account Executive

Job Description

About The Role

At Acrisure, our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of commercial clients, ensuring their insurance needs are met with precision and professionalism. You will leverage your expertise in insurance sales and marketing to develop tailored solutions that maximize client value and foster long-term relationships. As an Account Executive, you will; collaborate closely with a Client Advisor to acquire and retain clients as well as execute the Total Client Sales Process; perform more complex responsibilities and act as the primary point of contact for clients; develop action plans to reach client goals and suggest potential upgrades to grow or diversify your client portfolio. Your deep understanding of commercial lines of business will be instrumental in identifying client needs and presenting comprehensive insurance and fintech solutions that address both current and future risks. Our ideal candidate is a proactive and driven professional with a proven track record in insurance sales, exceptional communication skills, and a passion for delivering superior client experiences.

Responsibilities: 

• Building and maintaining strong, trust-based relationships with clients and prospects
• Identifying new business opportunities and cross-selling additional products and services
• Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups
• Conducting thorough needs assessments and delivering customized insurance and total client solutions
• Negotiating terms and coverage with underwriters and carriers
• Ensuring compliance with industry regulations and company policies
• Providing exceptional customer service and support throughout the client lifecycle
• Collect detailed risk and underwriting information including survey data and loss history.
• Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information.
• Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues.
• Capability to put together industry standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, develop a narrative of the account along with claims data analytics and metrics.
• Secure quotes, negotiate premiums and commissions, prepares proposals and corresponding presentations.
• Bind coverage, prepare binders, and delegate certificates.
• Ability to provide Contract review.
• Process policy changes and corresponding documents.
• Proficient in carrier websites for rating, billing, processing changes, and loss retrieval.
• Meets with clients as needed or directed by client advisor.
• Participate in carrier/wholesaler meetings for relationship development.
• Serves as technical expert, assisting insureds and department members to resolve complex issues.

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

Requirements: 

• Able to function independently and as part of a team. 
• Fully competent in applying established standards and works with guidance or direct supervision by exception.
• Demonstrated ability to lead projects and teams effectively, including delegating tasks to team members, coordinating efforts across departments, and ensuring timely and successful completion of objectives
• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. 
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent. 
• Demonstrated attention to detail, producing outcomes with minimal errors. 
• Ability to adapt well to change in direction and priority in a fast-paced environment. 
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office 
• Knowledge of Agency Management Systems; Applied Epic a plus.
• Complies with continuing education requirements for agent licensing as well as professional designations.
• Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Education/Experience:

• Bachelor’s degree’s degree and/or 5+ years commercial insurance experience or recognized equivalent is required.
• Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within 90 days of hire date.
• Initiate, obtain, and maintain (CIC, CPCU or other advanced designations)

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

Compensation: $75,950-$97,832

Pay Details:

Annual Salary: $80,000 - $98,000

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.