Account Executive - Employee Benefits, Large

Job Description 

Job Title: Account Executive 

Department: Employee Benefits 

Location: West Division 

About Us: 

Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.   

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.   

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 suggests potential upgrades to grow or diversify client portfolio 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 suggests potential upgrades to grow or diversify client portfolio. 

• 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. 

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

Requirements: 

• Active Health & Life License Required. 

• Experience with Applied Epic or similar agency management software 

• Strong organizational skills- 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 of situations, demonstrating how a range of situations may be affected by the principles of insurance. 

• Employee Navigator Experience a plus. 

Education/Experience: 

• Associate degree or higher preferred 

• 5+ years as an EB Account Executive or similar experience 

Benefits & Perks: