Account Executive, Surety

Posted 14 Days Ago
Be an Early Applicant
Bulverde, TX
3-5 Years Experience
Fintech • Software • Financial Services
The Role
The Account Executive, Surety is responsible for analyzing financial statements, managing client relationships, negotiating with underwriters, and maintaining awareness of industry changes. The role involves creating presentations and packaging submissions for marketing, while also taking initiative in decision-making and participating in client meetings.
Summary Generated by Built In

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Account Executive, Surety 

Responsibilities:

Ability to analyze financial statements, gather complete underwriting information and package submission for marketing.

Negotiate with Underwriters and carriers as needed in conjunction with Producer.

Cross—sell identification and coordinate.

Maintain client relationships measured by retention of accounts.

Participate in Center of Influence and Association network lunches/functions.

Proactive in decision making.

Joint client and prospect calls with producers.

Maintain awareness of new developments or changes with the various carriers and communicate to team and clients if appropriate.

Develop and maintain a positive relationship and rapport with each carrier.

Participate in High Performance Team meeting and communicate to team.

Maintain P&C general agents license by attending all required CE classes.

Perform back up responsibilities in absence of the Producer or Account Manager.

 

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

 

Requirements:

Effective task management and prioritization, able to efficiently manage timelines, resources, and various solutions to complete tasks.

General working knowledge of Microsoft SharePoint and Power Apps, workflow engines and other software platforms.

Experience creating or using client-facing and executive level presentations with Microsoft software (Excel, Word, Outlook, etc.).

Motivated self-starter with excellent reading comprehension.

 

Education/Experience:

Minimum 3 - 5 years property & casualty insurance experience required.

Experience working in surety or corporate financial underwriting preferred.

Property and Casualty Insurance License.

Bachelor’s degree in business administration, insurance or risk management, information systems or related field, or equivalent work experience.

 

Benefits & Perks:

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs

Offering hybrid work option

Opportunities for Growth

Educational Resources

Generous time away

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

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.

Top Skills

Excel
Microsoft Power Apps
Microsoft Sharepoint
Outlook
Word
The Company
HQ: Grand Rapids, Michigan
3,983 Employees
On-site Workplace

What We Do

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital.

Discover more at www.Acrisure.com.

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