Account Executive

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About Acrisure: a global fintech leader that empowers businesses and individuals with solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. Acrisure combines cutting-edge technology with top-tier human support to connect clients with customized solutions.

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 insurance needs are met with precision and professionalism. You will leverage expertise in insurance sales and marketing to develop tailored solutions that maximize client value and foster long-term relationships.

As an Account Executive, you will:

- collaborate with Client Advisors to acquire and retain clients and execute the Total Client Sales Process - perform more complex responsibilities and act as the primary point of contact for clients - develop action plans to reach client goals and suggest potential upgrades to grow or diversify the client portfolio - use your deep understanding of commercial lines to identify client needs and present comprehensive insurance and fintech solutions Our ideal candidate is proactive and driven with a proven track record in insurance sales, excellent communication skills, and a passion for delivering superior client experiences.

• Building and maintaining strong, trust-based relationships with clients and prospects
• Identifying new business opportunities and cross-selling additional products and services
• Consistently meeting and exceeding individual sales goals and revenue targets through account growth and prospecting
• 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
• Collecting detailed risk and underwriting information including survey data and loss history
• Developing and delivering formal proposals of insurance, including details of coverage, limits, deductibles, and other pertinent information
• Collaborating with Account Manager to ensure complete submissions and account service, including claims issues
• Assembling ACORD applications, reviewing loss runs, and developing a narrative of the account with claims data analytics
• Securing quotes, negotiating premiums and commissions, and preparing proposals and presentations
• Binding coverage, preparing binders, and issuing certificates
• Providing contract review as needed
• Processing policy changes and related documents
• Proficiency with carrier websites for rating, billing, processing changes, and loss retrieval
• Meeting with clients as needed or directed by the client advisor
• Participating in carrier/wholesaler meetings for relationship development
• Serving as a technical expert to assist insureds and team members in resolving complex issues

• Able to function independently and as part of a team
• Fully competent in applying established standards with guidance or direct supervision by exception
• Ability to lead projects and teams, delegate tasks, coordinate across departments, and ensure timely completion
• Strong verbal and written communication skills with correct grammar, spelling, and punctuation
• High level of understanding accounting or strong math skills
• High critical thinking and problem-solving abilities
• Attention to detail with high-quality outcomes
• Adaptable to change in a fast-paced environment
• Advanced proficiency with MS Office and familiarity with Agency Management Systems;
  Applied Epic a plus
• Compliance with continuing education requirements for agent licensing and professional designations
• Stay informed on industry information, new production information, coverages, and technology

• Bachelor’s degree and/or 5+ years of commercial insurance experience or equivalent
• Hold or obtain appropriate…