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
Commercial insurance knowledge with 5+ years' industry experience and/or demonstrated ability to successfully handle complexities of job, required
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
#LI-LS1
Pay Details:
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.
Benefits
Health insuranceVision insuranceEquity / stock options
Additional Information
Job Description
About Acrisure:
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
Acrisure is seeking a Commercial Lines Account Executive join our growing team in the East Division. 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.
Acrisure · Rye Brook, NY