Commercial Lines Account Executive

Acrisure; Grand Rapids (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Acrisure is seeking an Account Executive to join our growing team. You will manage and grow a portfolio of commercial clients, delivering customized insurance and fintech solutions while maintaining exceptional client service.

As a proactive sales professional, you will collaborate with a Client Advisor to acquire and retain clients, develop action plans, and present proposals. Strong communication and relationship-building skills are essential.

Qualifications

• Independently or collaboratively lead projects and teams.
• Proven ability to drive sales and grow client portfolios.
• Strong verbal and written communication with grammar and accuracy.
• High math skills or accounting understanding for insurance calculations.
• Adaptable to fast-paced environments and changing priorities.

Responsibilities

• Build and maintain trust-based relationships with clients and prospects.
• Identify new business opportunities and cross-sell products.
• Meet and exceed individual sales goals through account development.
• Conduct needs assessments and deliver customized insurance solutions.
• Collaborate with account manager to ensure submissions and service.

Skills

Relationship building

Communication skills

Sales experience

Team leadership

Account management

Tools

Applied Epic

MS Office

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 an Account Executive to join our growing team. 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.
• 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

• Able to function independently and as part of a team.
• Fully competent in applying established standards and works with guidance or direct supervision by exception.
• Demonstrated ability to lead projects and teams effectively, including delegating tasks to team members, coordinating efforts across departments, and ensuring timely and successful completion of objectives
• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
• Knowledge of Agency Management Systems; Applied Epic a plus.
• Complies with continuing education requirements for agent licensing as well as professional designations.
• Keeps informed regarding industry information, new product