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, cybersecurity, mortgage services, and more.

Job Description

Acrisure was built on entrepreneurial spirit. Over the last twelve years, we have grown in revenue from $38 million to almost $5 billion and employ over 19,000 colleagues in more than 20 countries. We prioritize 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. 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. As an Account Executive you will collaborate closely with Client Advisors to acquire and retain clients, execute the Total Client Sales Process, 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 portfolio.

• Build and maintain strong, trust‑based relationships with clients and prospects
• Identify new business opportunities and cross‑sell additional products and services
• Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups
• Conduct thorough needs assessments and deliver customized insurance and total client solutions
• Negotiate terms and coverage with underwriters and carriers
• Ensure compliance with industry regulations and company policies
• Provide 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 coverage, limits, deductibles, and other pertinent details
• Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues
• Put together industry‑standard ACORD applications via the Agency Management System, review loss runs, and develop a narrative of the account with claims data analytics and metrics
• Secure quotes, negotiate premiums and commissions, and prepare proposals and corresponding presentations
• Bind coverage, prepare binders, and delegate certificates
• Provide contract review and process policy changes with corresponding documents
• Utilize carrier websites for rating, billing, processing changes, and loss retrieval
• Meet with clients as needed or directed by client advisor
• Participate in carrier/wholesaler meetings for relationship development
• Serve 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, working with guidance or direct supervision by exception
• Demonstrated ability to lead projects and teams effectively, including delegating tasks, coordinating efforts, and ensuring timely completion of objectives
• Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence
• High level of understanding of accounting or strong math skills
• High degree of critical thinking and problem‑solving ability when answers are not readily apparent
• Attention to detail, producing outcomes with minimal errors
• Adaptability to change in direction and priority in a fast‑paced environment
• Advanced proficiency with technology, including MS Office
• Knowledge of Agency Management Systems;
  Applied Epic a plus
• Compliance with continuing education requirements for agent licensing and professional designations
• Continuous learning of industry information, new production information, coverages, and technology to stay…