Acrisure · 13 hours ago
Account Executive, Real Estate
Wayne, PA
Full-time
Hybrid
Mid Level
3+ years expAcrisure is a global Fintech leader offering a variety of financial products and services. The Account Executive will manage relationships for a Large Commercial Real Estate Book of Business, ensuring client needs are met while identifying opportunities for cross-selling and upselling services.
Financial ServicesInsuranceInsurTech
Responsibilities
Manage overall service responsibility and relationship management for a Book of Business potentially in conjunction with a Client Advisor
Serve as the main point of contact for the clients in the book of business
Travel to meet with clients in person as needed to maintain the highest level of service and connectivity
Develop and maintain coverage strategies for clients
Mentor Account Managers and provide guidance on routine responsibilities
Advise clients on exposure analysis associated with their risk
Ensure high client retention through effective communication and service
Conduct contract reviews and coordinate loss control and claims resources
Respond to coverage inquiries and design insurance programs tailored to client needs
Prepare and present proposals, stewardship reports, and renewal strategies
Participate in renewal marketing and negotiations with carriers
Gather pertinent underwriting information to complete applications for new/renewal marketing per agency procedures
Collect premium for all accounts in accordance with agency credit and collections policy
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 error and omission standards
Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers
The Account Executive is expected to mentor Account Managers and share knowledge to foster continuous improvement of processes and client service
Qualification
Required
Minimum of 3 years of transferrable experience servicing large commercial accounts, preferable in RE or Hospitality
Active P & C license
Expert level Excel skills
Travel to meet with clients in-person is expected
Strong interpersonal skills and the ability to build and maintain relationships with clients
Demonstrated ability to handle complex client needs
Must have the ability to handle multiple and changing priorities in a fast-paced team environment
Strong knowledge of insurance products, policies, and procedures
Strong problem-solving skills
Excellent communication skills with the ability to provide clear, concise, and accurate information in both written and verbal formats
Strong organizational and time management skills, with a demonstrated attention to detail
The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
Self-motivated, with the initiative to prioritize and be self-directed
Able to apply motivational leadership, support, and empowerment to account management team
Flexibility and willingness to assist team members in any capacity relating to client service
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
Preferred
High School Diploma or College degree (preferred)
Prior knowledge of the Agency Management System Applied Epic
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off
Holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase