Sales Representative transforming marketing qualified leads into lasting partnerships for LRQA. Driving sales opportunities and maintaining a healthy pipeline for success.
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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