Account Executive

Acrisure; Costa Mesa (CA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

Acrisure is seeking an Account Executive to serve as a primary contact for clients in the Commercial Lines sector. You will develop action plans to achieve client goals, identify opportunities to grow portfolios, and work closely with the sales team to acquire new clients.

Ideal candidates have significant account management or sales experience, possess an Active P&C license, and are proficient with agency management tools such as Applied Epic.

Qualifications

• Active Property & Casualty License required.
• Experience with Applied Epic or similar agency management software.
• Strong organizational skills and initiative.
• Proficient in Word, Outlook, Excel.
• Excellent verbal and written communication and people skills.
• Ability to calculate discounts, premiums, commissions and percentages.
• Ability to solve practical problems and interpret instructions.
• EPIC experience is a plus.

Responsibilities

• Develop action plans to reach client goals and identify upgrades.
• Collaborate with sales team to acquire new clients.
• Create retention plans to protect and grow client relationships.
• Prepare and market new and renewal submissions with sales/service teams.
• Work with carriers to obtain quotes and verify specifications.
• Manage and service a Commercial Lines book of business.
• Review policies, endorsements, and invoices and document activities.

Skills

Strong organizational

Excellent communication

MS Word, Outlook, Excel

5+ years account management/sales

Education

Associate degree

Tools

Applied Epic

Job description

Job Description

Job Title: Account Executive

Department: Commercial Lines - Transportation Group

Location: West Division

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

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 suggest 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 suggest potential upgrades to grow or diversify client portfolios.
• Works closely with the sales team to help acquire new clients.
• Plan, develop, and deliver retention plans that protect, grow, and diversify relationships with clients.
• 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.
• Continue to manage and service a Commercial Lines book of business.
• Review and process various documents including policies, endorsements, and invoices.
• Document all activities in the agency management system.
• Prepare clear and concise proposals to effectively communicate marketing results with clients.
• Ensure timely completion of expiration list items.
• 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.
• Contributor to regional carrier relationships; ensuring professional interactions with operations.

Requirements:

• Active Property & Casualty License.
• Experience with Applied Epic or similar agency management software
• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• Excellent verbal and written communication skills as well as strong people 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 situations, demonstrating how a range of situations may be affected by the principles of insurance.
• EPIC experience is a plus.

Education and Experience:

• Associate degree.
• 5+ years as a Commercial Lines Account Manager or similar experience
• CPCU or special training course completion is a plus.

Pay Details: The base compensation range for this position is $120,000 - $150,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.