Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of commercial clients, ensuring their insurance needs are met with precision and professionalism.
Requirements
- 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.
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off
- Holidays
- Employee Assistance Program (EAP)
- Calm app subscription
- 401(k) plan with immediate vesting
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
