Account Executive

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.

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 manage and grow a portfolio of commercial clients, ensuring their insurance needs are met with precision and professionalism. You will leverage your expertise in insurance sales and marketing to develop tailored solutions that maximize client value and foster long‑term relationships.

You will collaborate closely with Client Advisors to acquire and retain clients, execute the Total Client Sales Process, perform more complex responsibilities, and act as the primary point of contact for clients.

• Build and maintain strong, trust‑based relationships with clients and prospects
• Identify new business opportunities and cross‑sell 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
• Conduct thorough needs assessments and deliver customized insurance and total client 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
• 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
• 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, prepare proposals and corresponding presentations
• Bind coverage, prepare binders, and delegate certificates
• Provide contract review
• Process policy changes and corresponding documents
• Proficient in carrier websites for rating, billing, processing changes, and loss retrieval
• Meet with clients as needed or directed by client advisor
• Participate in carrier/wholesaler meetings for relationship development
• Act as technical expert, assisting insureds and department members to resolve complex issues

• Able to function independently and as part of a team
• Fully competent in applying established standards and works with guidance or direct supervision by exception
• Demonstrated ability to lead projects and teams effectively, including delegating tasks to team members, coordinating efforts across departments, and ensuring timely and successful completion of objectives
• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence
• Must have a high level of understanding of 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
• Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current

• Bachelor’s degree and/or 5+ years commercial insurance experience or…