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Acrisure · 5 hours ago

Commercial Lines Enterprise Account Executive

GRAND RAPIDS, MI

Full-time

Hybrid

Senior Level

5+ years exp

Acrisure is a global fintech leader empowering businesses with tailored insurance solutions. The Account Executive will manage and grow a portfolio of commercial clients, ensuring their insurance needs are met with precision while delivering exceptional service and innovative solutions.

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 ManagementPropertyCasualty LicenseAdvanced Designations CICAdvanced Designations CPCUMS Office ProficiencyTeam CollaborationCommunication SkillsCritical ThinkingAttention to Detail

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)