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. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Job Summary Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. 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 collaborate closely with a Client Advisor to acquire and retain clients, execute the Total Client Sales Process, and serve as the primary point of contact. You will develop action plans to reach client goals and suggest potential upgrades to grow or diversify your portfolio. Responsibilities 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 details of coverage, limits, deductibles, and other pertinent information Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues Use 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, prepare proposals and corresponding presentations Bind coverage, prepare binders, and delegate certificates Provide contract review Process policy changes and corresponding documents Proficient in 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 Requirements Able to function independently and as part of a team Fully competent in applying established standards and work with guidance or direct supervision by exception Demonstrated ability to lead projects and teams effectively, delegating tasks, coordinating efforts, and ensuring timely completion Strong verbal and written communication skills, including correct grammar, spelling, and punctuation High level of understanding of accounting or strong math skills High degree of critical thinking; ability to solve problems 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 prioritize in a fast‑paced environment Advanced proficiency with a variety of technology, including MS Office Knowledge of Agency Management Systems; Applied Epic a plus Compliance with continuing education requirements for agent licensing and professional designations Keep informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current Education and Experience Bachelor’s degree and/or 5+ years of commercial insurance experience or recognized equivalent 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 and Perks Competitive compensation Generous vacation policy, paid holidays, and paid sick time Medical, dental, and vision insurance (employee‑paid) Company‑paid short‑term and long‑term disability insurance Company‑paid group life insurance Employee Assistance Program (EAP) and Calm app subscription Employee‑paid pet insurance and optional supplemental 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 …and so much more This list is not exhaustive of all benefits; enrollment waiting periods or eligibility criteria may apply to certain benefits. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting View email address on click.appcast.io . California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at #J-18808-Ljbffr