More jobs:
Account Executive
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-01-17
Listing for:
Acrisure, LLC
Full Time
position Listed on 2026-01-17
Job specializations:
-
Insurance
Insurance Sales, Insurance Agent
Job Description & How to Apply Below
## Account Executive - Employee Benefits, Large Employee Benefits
*
* Location:
** Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
*
* Job Summary:
** Account Executives perform more complex responsibilities and are primary points of contact for the clients they oversee. They are responsible for developing action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio as well as working closely with the sales team to help acquire new clients. Significant professional experience in account management and/or sales is necessary for this position.
** Responsibilities:
** Work with insurance carriers to secure quotes and verify required specifications
* Coordinate resources, negotiate contracts and agreements, and monitor account performance.
* Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.
* Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.
* This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
*** Requirements:
*** Active Health & Life License Required.
* Experience with Applied Epic or similar agency management software
* Strong organizational skills- ability to discern priority and initiative.
* Computer skills, specifically Microsoft Word, Outlook and Excel
* Excellent verbal and written communication skills as well as strong interpersonal skills
* Mathematical
Skills:
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
* Reasoning
Skills:
Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
* Able to apply principles of insurance to various of situations, demonstrating how a range of situations may be affected by the principles of insurance.
* Employee Navigator Experience a plus.
** Education/
Experience:
*** Associate degree or higher preferred
* 5+ years as an EB Account Executive or similar experience
** Benefits & Perks:
** Other duties may be assigned or required as needs arise. Competitive Compensation
* ** Physical Wellness:
** Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
* ** Mental Wellness:
** Generous paid time off and holidays;
Employee Assistance Program (EAP); and a complimentary Calm app subscription.
* ** Financial Wellness:
** Immediate vesting in a 401(k) plan;
Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
* ** Family Care:
** Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.* **… and so much more!*
* #J-18808-Ljbffr
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