Associate 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:

The Account Executive is responsible for overall service responsibility and relationship management for a Large Commercial RE Book of Business. This role involves developing and maintaining strong relationships with clients, ensuring their needs are met and identifying opportunities for cross-selling and upselling Acrisure’s diverse range of products and services. They will mentor Account Managers and provide advice on risk exposures, client retention, and renewal preparation. The ideal candidate should have extensive experience in insurance and a proven ability to handle complex client needs.

Responsibilities:

• Manage overall service responsibility and relationship management for a Book of Business potentially in conjunction with a Client Advisor.

• Serve as the main point of contact for the clients in the book of business.

• Travel to meet with clients in person as needed to maintain the highest level of service and connectivity.

• Develop and maintain coverage strategies for clients.

• Mentor Account Managers and provide guidance on routine responsibilities.

• Advise clients on exposure analysis associated with their risk.

• Ensure high client retention through effective communication and service.

• Conduct contract reviews and coordinate loss control and claims resources.

• Respond to coverage inquiries and design insurance programs tailored to client needs.

• Prepare and present proposals, stewardship reports, and renewal strategies.

• Participate in renewal marketing and negotiations with carriers.

• Gather pertinent underwriting information to complete applications for new/renewal marketing per agency procedures.    

• Collect premium for all accounts in accordance with agency credit and collections policy.

• 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 error and omission standards

• Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers

• The Account Executive is expected to mentor Account Managers and share knowledge to foster continuous improvement of processes and client service

Education/Experience:

• Minimum of 3 years of transferrable experience servicing large commercial accounts, preferable in RE or Hospitality

• High School Diploma or College degree (preferred)

• Active P & C license

• Expert level Excel skills

• Prior knowledge of the Agency Mangement System Applied Epic

Requirements:

• Travel to meet with clients in-person is expected

• Strong interpersonal skills and the ability to build and maintain relationships with clients.

• Demonstrated ability to handle complex client needs.

• Must have the ability to handle multiple and changing priorities in a fast-paced team environment.

• Strong knowledge of insurance products, policies, and procedures.

• Strong problem-solving skills.

• Excellent communication skills with the ability to provide clear, concise, and accurate information in both written and verbal formats.

• Strong organizational and time management skills, with a demonstrated attention to detail.

• The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information

• Self-motivated, with the initiative to prioritize and be self-directed.

• Able to apply motivational leadership, support, and empowerment to account management team

• Flexibility and willingness to assist team members in any capacity relating to client service.

• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.