Employee Benefits Account Executive

Job Summary Account Executives perform more complex responsibilities and are primary points of contact for the clients they oversee. They are responsible for developing action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios as well as working closely with the sales team to help acquire new clients. Significant professional experience in account management and/or sales is necessary for this position. Responsibilities Develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios. 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. Requirements Active Health & Life License Required. Experience with Applied Epic or similar agency management software Strong organizational skills- the 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 situations, demonstrating how a range of situations may be affected by the principles of insurance. Employee Navigator Experience a plus. Education and Experience: Associate degree required. 5+ years as an EB Account Executive or similar experience. 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. 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. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department. #J-18808-Ljbffr