Account Executive

Position: Employee Benefits Account Executive
Job Description

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:

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 a portfolio of multiple group health plans, ensuring that their employee benefit needs are met with precision and professionalism. You will leverage your expertise to develop tailored solutions that maximize client value and foster long-term relationships.

As an Account Executive, you will: collaborate closely with a Client Advisor and an Account Manager to retain clients; 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 your client portfolio. Your deep understanding of group health benefits will be instrumental in identifying client needs and presenting comprehensive insurance and fintech solutions that address both current and future risks.

Our ideal candidate is a proactive and driven professional with a proven track record in retention, exceptional communication skills, and a passion for delivering superior client experiences.

Responsibilities:

* Building and maintaining strong, trust-based relationships with clients and prospects

* Identifying cross-selling opportunities for additional products and services

* Conducting thorough needs assessments and delivering customized insurance and total client solutions

* Negotiating terms and coverage with underwriters and carriers

* Ensuring Plan Sponsor compliance with industry regulations

* 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.

* Secure annual renewals, 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

Required Qualifications

* 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 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.

Education and Experience:

Required Qualifications

* Bachelor's degree's degree and/or 5+ years employee benefits experience or recognized equivalent is required.

* Hold and maintain appropriate state Life and Health or Employee Benefits license or obtain within 90 days of hire date.

Benefits and Perks:

* Competitive compensation

* Generous…