Hybrid Commercial Lines Account Executive

Posted 4 hours ago

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About the role

  • 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)
  • Legal plan options
  • Pet insurance coverage

Job title

Commercial Lines Account Executive

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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