Account Executive

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.

Job Summary:

Typically, expect significant professional experience in account management and/or sales. Demonstrates how a range of situations may be affected by the principles of insurance. Applies the principles of insurance to various situations. Fully competent in applying established standards and works with guidance or direct supervision by exception. Performs more complex responsibilities and are primary points of contact for the clients they oversee. Develops action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio, and works closely with the sales team to help acquire new clients. Required to have the necessary insurance license(s).

The Senior Private Risk Advisor is responsible for the generation and production of qualified new business opportunities consistent with specifically defined objectives.
PRIMARY RESPONSIBILITIES

• Expand and grow the Private Risk Group.

• Handle confidential customer information.

• Maintain relationships with platinum level clients

• Assist in managing carrier relationships, communications and problem resolution

• Communicate effectively within the team environment, inclusive of the Team Members, other producers when applicable, and Practice Group Leaders

Production responsibilities

• Generate qualified new business opportunities by developing and maintaining referral sources, strong relationships with our internal producers and Acrisure Partners, and by meeting with prospective clients.

• Responsible for prospecting, soliciting, quoting, presenting proposals and closing new Private Risk accounts

• Review insurance policies and contracts and make recommendations for improvement

• Develop and nurture COI relationships

• Develop and direct new business strategy internally with Director and the Team to hit production goals

• Attend and host networking events

• Maintain and Update weekly pipeline report

Client Service responsibilities

• Manage the insurance renewal and selection process for assigned accounts.

• Identify potential opportunities for cross-sell and organic growth for assigned book of business.

• Develop and monitor client service plans in conjunction with claims on an annual basis.

• Establish credibility by developing sustainable relationships with senior-level client personnel and be recognized as a trusted advisor by clients, Acrisure leadership, and peers

• Act as a conduit to facilitate opportunities to other internal departments

• Responsible for maintaining timeline and review during renewal cycle.

• Develop rapport with underwriters and be able to thoroughly explain the background and nature of an account as well as clearly convey the desired price point and coverages.

• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.

• Collaboration & Communication within practice group to address any emerging risks, carrier issues, etc. that need to be addressed

Brand Ambassador

• Be a “face” of the Practice Group to internal and external clients and industry peers

• Collaborate leadership on the Practice Group’s messaging, working with our marketing/PR resources on promoting and educating clients and prospects on areas impacting their lives

• Create differentiation for the Practice Group, driving value back to our clients and our stakeholders.

Specialty knowledge

• Apply problem-solving techniques to various agency, prospect & insurance company issues.

• Be a continuous student of the industry and the risks faced by the clients and prospects, what is important to them and their assets at risk.

KNOWLEDGE AND SKILL REQUIREMENTS

• Excellent management and interpersonal skills.

• Excellent computer skills including experience with MS Office Products (Word, Excel, Outlook, Teams). Epic experience a plus.

• Strong organizational skills.

• Strongly demonstrates desire and commitment to results

• Strong business acumen

• Sales Experience Required, with demonstrated results

• Strong technical skills with knowledge of coverage and markets.

• College degree preferred.

• Licensed in property and casualty insurance.

• Minimum 10 years of Personal Lines experience in an agency/brokerage environment, preferably in Private Risk

• Professional Insurance Designations preferred.

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.