Account Executive managing commercial client portfolios at Acrisure, delivering exceptional insurance solutions and building trust-based client relationships. Skilled in sales and policy management in a fast-paced environment.
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.
Requirements
Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of job, required
Active Property and Casualty License required
Strong organizational skills- ability to prioritize and be proactive
Ability to adapt well to change in direction and priority in a fast-paced environment
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Knows and applies principles of insurance to everyday situations
Applied Systems / EPIC experience a plus
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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