Account Executive

Job Title: Account Executive 

Platform: Midwest Platform 

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 has 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: 

At Acrisure, 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. As an Account Executive, you will; collaborate closely with a Client Advisor to acquire and retain clients as well as execute the Total Client Sales Process; perform more complex responsibilities and act as the primary point of contact for clients; develop action plans to reach client goals and suggest potential upgrades to grow or diversify your client portfolio. Your deep understanding of commercial lines of business will be instrumental in identifying client needs and presenting comprehensive insurance and fintech solutions that address both current and future risks. Our ideal candidate is a proactive and driven professional with a proven track record in insurance sales, exceptional communication skills, and a passion for delivering superior client experiences. 

Responsibilities: 

• 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.