Commercial Lines Account Executive
Acrisure
Commercial Lines Account Executive
Acrisure is seeking a Commercial Lines Account Executive join our growing Real Estate team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of commercial clients, ensuring their insurance needs are met with precision and professionalism. You will leverage your expertise in insurance sales and marketing to develop tailored solutions that maximize client value and foster long-term relationships.
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.
Requirements
- Minimum 5+ years of Commercial insurance industry experience required
- Commercial insurance real estate experience highly preferred
- Active Property and Casualty License required
- Strong organizational skills- ability to prioritize and be proactive
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal skills
- Knows and applies principles of insurance to everyday situations
- Applied Systems / EPIC experience a plus
Education and Experience
- High School diploma required, Associate Degree or higher preferred
- Minimum of 5 years of experience in Commercial Lines
- CPCU or special training course completion a plus
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
- 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.
- and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
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.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
Acrisure$65k - $100k
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