Commercial Lines Account Executive

Commercial Lines Account Executive

Acrisure is a global fintech leader that 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 be responsible for managing and growing 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.

• 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 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.
• 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 company submissions and account service, including claims issues.
• Preparing industry standard ACORD applications via our Agency Management System, reviewing loss runs and developing a narrative of the account along with claims data analytics and metrics.
• Securing quotes, negotiating premiums and commissions, preparing proposals and corresponding presentations.
• Binding coverage, preparing binders, and delegating certificates.
• Providing contract review and processing policy changes and corresponding documents.
• Proficient in carrier websites for rating, billing, processing changes, and loss retrieval.
• Meeting with clients as needed or directed by client advisor.
• Participating in carrier/wholesaler meetings for relationship development.
• Serving 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 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 recognized equivalent is required.
• Hold and maintain appropriate state…