Account Executive managing and growing commercial client portfolios at Acrisure, delivering innovative insurance solutions. Collaborating with Client Advisors for client retention and superior service delivery.
Responsibilities
Manage and grow a portfolio of commercial clients
Ensure clients' insurance needs are met with precision and professionalism
Collaborate closely with a Client Advisor to acquire and retain clients
Execute the Total Client Sales Process
Develop action plans to reach client goals and suggest potential upgrades
Identify client needs and present comprehensive insurance and fintech solutions
Conduct needs assessments and deliver customized insurance solutions
Negotiate terms and coverage with underwriters and carriers
Ensure compliance with industry regulations and company policies
Provide exceptional customer service and support throughout the client lifecycle
Secure quotes, negotiate premiums and commissions, prepare proposals and presentations
Requirements
Bachelor’s degree and/or 5+ years commercial insurance experience or recognized equivalent
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)
Fully competent in applying established standards and works with guidance or direct supervision by exception
Demonstrated ability to lead projects and teams effectively
Demonstrated verbal and written communication skills
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
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
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