Account Executive

Job Title: Account Executive  

Department: Commercial Lines  - Transportation Group

Location: West Division  

About Acrisure   

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.  

Job Summary 

Account Executives perform more complex responsibilities and are primary points of contact for the clients they oversee. They are responsible for developing action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolio as well as working closely with the sales team to help acquire new clients. Significant professional experience in account management and/or sales is necessary for this position.  

Responsibilities:  

• Develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios.  

• Works closely with the sales team to help acquire new clients.  

• Plan, develop, and deliver retention plans that protect, grow, and diversify relationships with clients.  

• Prepare and market new and renewal submissions.in conjunction with sales and service team.  

• Work with insurance carriers to secure quotes and verify required specifications.  

• Continue to manage and service a Commercial Lines book of business.  

• Review and process various documents including policies, endorsements, and invoices.  

• Document all activities in the agency management system.  

• Prepare clear and concise proposals to effectively communicate marketing results with clients.  

• Ensure timely completion of expiration list items.  

• Coordinate resources, negotiate contracts and agreements, and monitor account performance.  

• Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.  

• Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.  

• Contributor to regional carrier relationships; ensuring professional interactions with operations.  

Requirements:  

• Active Property & Casualty License.  

• Experience with Applied Epic or similar agency management software  

• Strong organizational skills- the ability to discern priority and initiative.  

• Computer skills, specifically Microsoft Word, Outlook, and Excel  

• Excellent verbal and written communication skills as well as strong people skills  

• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.  

• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.  

• Able to apply principles of insurance to various situations, demonstrating how a range of situations may be affected by the principles of insurance.  

• EPIC experience is a plus.  

Education and Experience:  

• Associate degree. 

• 5+ years as a Commercial Lines Account Manager or similar experience  

• CPCU or special training course completion is a plus.