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, cyber security, 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 to equip our teams to work at the highest levels possible.

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.

Collaborating closely with a Client Advisor, you will acquire and retain clients, execute the total client sales process, and act as the primary point of contact for clients. You will develop action plans to reach client goals and suggest potential upgrades to grow or diversify your client portfolio. You will identify client needs and present comprehensive insurance and fintech solutions that address current and future risks.

• 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 the Account Manager to ensure complete company submissions and account service, including claims issues
• Putting together industry‑standard ACORD applications via our Agency Management System, supplemental applications, reviewing loss runs, developing a narrative of the account and 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
• 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 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…