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Senior Account Executive, Employee Benefits Specialist
2 months ago
About Acrisure
Acrisure is a fast-growing fintech leader that operates a global insurance broker. Our company 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.
Our Culture
Acrisure's culture is built on organic partnership, collaboration and trust. Our entrepreneurial spirits drive the partnership that led the Acrisure Northwest Platform to where it is today.
Job Summary
Senior 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 suggesting potential upgrades to grow or diversify client portfolio as well as working closely with the sales team to help acquire new clients.
Key Responsibilities
- Develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolio.
- Responsible for maintaining an assigned book of business.
- Prepare and market new and renewal business 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.
- Complete and audit 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 error and omission standards.
- Other duties may be assigned or required as needs arise.
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.
