Hybrid Commercial Lines Account Executive

Posted last week

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About the role

  • 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)
  • Legal plan options
  • Pet insurance coverage

Job title

Commercial Lines Account Executive

Job type

Experience level

Mid levelSenior

Salary

$90,000 - $110,000 per year

Degree requirement

High School Diploma

Location requirements

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