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Acrisure · 10 hours ago

Account Executive - Employee Benefits, Large

Santa Rosa, CA

Full-time

Hybrid

Senior Level

$120K/yr - $200K/yr

5+ years exp

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Account Executive will perform complex responsibilities as the primary point of contact for clients, developing action plans to meet client goals and collaborating with the sales team to acquire new clients.

Financial ServicesInsuranceInsurTech

Responsibilities

Develop action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio

Responsible for maintaining and servicing an assigned book of business

Prepare and market new and renewal submissions.in conjunction with sales and service team

Work with insurance carriers to secure quotes and verify required specifications

Review and process various documents including policies, endorsements and invoices

Document all activities in agency management system

Prepare clear and concise proposals to effectively communicate marketing results with clients

Completes and audits all internal documents, ensuring accuracy

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

Other duties may be assigned or required as needs arise

Qualification

Health & Life LicenseApplied EpicAccount ManagementMicrosoft WordMicrosoft ExcelMathematical SkillsReasoning SkillsEmployee Navigator ExperienceOrganizational SkillsVerbal CommunicationWritten CommunicationInterpersonal Skills

Required

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

Preferred

Employee Navigator Experience a plus

Associate degree or higher preferred

5+ years as an EB Account Executive or similar experience

Benefits

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Educational Resources

Generous time away

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.