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Acrisure · 1 day ago

Commercial Lines Account Executive

Waterford, MI

Full-time

Onsite

Senior Level

5+ years exp

Acrisure is a global fintech leader empowering businesses with innovative solutions. The Account Executive will manage and grow a portfolio of commercial clients, ensuring their insurance needs are met while developing tailored solutions and fostering long-term relationships.

Financial ServicesInsuranceInsurTech

Responsibilities

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

Identifying new business opportunities and cross-selling 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

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

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

Capability to put together industry standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, develop a narrative of the account along with claims data analytics and metrics

Secure quotes, 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

Qualification

Insurance SalesCommercial Lines KnowledgeClient Relationship ManagementAccounting KnowledgeMS Office ProficiencyAgency Management SystemsNegotiation SkillsCritical ThinkingAttention to DetailTeam CollaborationCommunication Skills

Required

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's degree and/or 5+ years commercial insurance experience or recognized equivalent is required

Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within 90 days of hire date

Initiate, obtain, and maintain (CIC, CPCU or other advanced designations)

Benefits

Competitive compensation

Generous vacation policy, paid holidays, and paid sick time

Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)

Company-paid Short-Term and Long-Term Disability Insurance

Company-paid Group Life insurance

Company-paid Employee Assistance Program (EAP) and Calm App subscription

Employee-paid Pet Insurance and optional supplemental insurance coverage

Vested 401(k) with company match and financial wellness programs

Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options

Paid maternity leave, paid paternity leave, and fertility benefits

Career growth and learning opportunities

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.