Account Executive

3 weeks ago

Aliso Viejo, California, United States Acrisure LLC Full time
Job Title:
Account Executive

Agency/Platform:
Acrisure LLC

Location:
Hybrid/Remote

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 have 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:
The Account Executive position is one of the most critical jobs within the organization. It directly supports the Broker(s) during the sales phase of the business; then once the account is sold, assumes complete responsibility of maintaining an extremely positive relationship between Acrisure and our clients.

Primary duty includes delivering renewals and re-selling the account at renewal as well as all day-to-day service work for the client.


Key Responsibilities:
  1. Prepare, develop and deliver renewal presentations to clients, including completing the renewal report, recommending alternative options, arranging meetings with clients, presenting the renewal at the client's place of business and re-selling Acrisure's services to our client every year.
  2. Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such as underwriters, sales and service representatives) and client contacts.
  3. Act as liaison between client and insurance companies to independently resolve all service problems, assisting the client in resolving billing, claim, eligibility, COBRA and customer service problems.
  4. Independently manage Employee booklets and enrollment kits with input from broker and team leader.
  5. Assist in the communication of benefits in enrollment meetings with clients and insurance companies.
  6. Assist in the online enrollment process with various carriers and online enrollment systems.
  7. Prepare and obtain employee enrollment materials.
  8. Make regular in-person service/relationship calls to clients.
  9. Prepare reports deemed necessary for team leader and/or broker.
  10. Keep all information on accounts accurate and up to date in share drive and database.
  11. Communicate to our clients 'Our Value Added Service'.
  12. Work on special projects as assigned by management.
  13. Adhere to all published rules, regulations and procedures of Acrisure.
  14. Develop and maintain positive client relations.
  15. Develop, coordinate the development of, and present employee benefit plan evaluations to clients/prospects with different funding arrangements for both existing and new business.
  16. Assist clients with service issues and facilitate employee meetings, if requested.
  17. Develop and maintain professional business relationships with insurance carriers/markets and service providers.
  18. Provide and develop census and prepare the RFP for the renewal process for clients.
  19. Be actively involved with professional and/or civic associations on behalf of Acrisure.
  20. Provide guidance and mentorship to Account Coordinators or other team members.
  21. Provide input into the strategic planning of the Group Benefits Department.

Requirements:
  1. College degree and a minimum of 5 years insurance agency or company experience specializing in employee benefits or a combination of education and work experience.
  2. Thorough knowledge of group health insurance, life, and disability insurance plans including small group, large group, self-insured, ASO and captives.
  3. Thorough knowledge of compliance in relation to all employee benefits.
  4. Expert use of Microsoft Word, Excel, PowerPoint and Outlook.
  5. Excellent oral, presentation and written communication skills and command of the English language.
  6. Ability to communicate and build relationships with clients and carriers.
  7. Strong interpersonal communication skills with the ability to interact with a variety of people on different levels.
  8. Capable of working on multiple tasks simultaneously, maintaining accuracy and attention to detail.
  9. Strong time management skills with the ability to prioritize and meet deadlines despite frequent interruptions.
  10. Ability to work in a team environment with the ability to make independent decisions.
  11. Ability to think creatively and negotiate resolution.
  12. Hold a valid Life and Health Insurance License.
  13. Must have a professional corporate appearance and manner.
  14. Ability to travel to clients and Acrisure meetings and trainings as needed.

Pay Details:

Annual Salary:
$90,000 - $110,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

  • Account Executive

    4 weeks ago

    Aliso Viejo, California, United States Acrisure LLC Full time

    About Acrisure:Acrisure is a global leader in the financial technology sector, combining human expertise with cutting-edge technology to provide a wide range of financial products and services to millions of businesses and individuals.We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber...

  • Client Service Executive

    3 weeks ago

    Aliso Viejo, California, United States Marsh & McLennan Companies Full time

    Job DescriptionMarsh & McLennan Agency is seeking a highly skilled Client Service Executive to join our team. As a Client Service Executive, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Service: Provide timely and effective service to clients, including responding to inquiries,...

  • Executive Chef Assistant

    3 weeks ago

    Aliso Viejo, California, United States Morrison Living Full time

    About the Role:Morrison Living is seeking a highly skilled and experienced Senior Sous Chef to join our culinary team. As a key member of our team, you will be responsible for assisting in the successful operation of the Culinary Department, supervising the preparation and cooking of various food items, and developing daily menu items and their preparation...

  • Commercial Insurance Account Manager

    4 weeks ago

    Aliso Viejo, California, United States Insurance Office of America Full time

    Job SummaryWe are seeking a highly skilled Commercial Insurance Account Manager to join our team at Insurance Office of America. As a key member of our account management team, you will be responsible for the strategic coordination and execution of client marketing, servicing, risk management, and sales activities. You will work closely with our producers...

  • Strategic Accounts Chain Development Director

    3 weeks ago

    Aliso Viejo, California, United States Diageo Plc Full time

    The Strategic Accounts Chain Development Director is responsible for crafting, aligning, and presenting market-level chain strategies to support the Annual Operating Plan across the Open West region.This role requires a collaborative approach, working cross-functionally with Diageo's Performance Management/Business Development, Revenue Growth Management...

  • Chain Development Director West, Strategic Accounts

    4 weeks ago

    Aliso Viejo, California, United States Diageo Plc Full time

    Job SummaryThe Strategic Accounts Chain Development Director is a key role within Diageo Plc, responsible for crafting and presenting market-level chain strategies to support the Annual Operating Plan across key regions. This role requires a collaborative approach, working cross-functionally with various teams to drive commercial outcomes.Key...

  • Client Service Executive

    4 weeks ago

    Aliso Viejo, California, United States Marsh & McLennan Companies, Inc. Full time

    Job SummaryWe are seeking a highly skilled Client Service Executive to join our team at Marsh & McLennan Companies, Inc. This role will be responsible for retaining existing business and developing new business within assigned accounts.The ideal candidate will have a minimum of seven to ten years of experience servicing large client groups (50+ lives) health...

  • National Account Manager

    4 weeks ago

    Aliso Viejo, California, United States Diageo Full time

    About the RoleWe are seeking a highly skilled National Account Manager to join our team at Diageo. As a key member of our sales team, you will play a pivotal role in driving the strategic development and expansion of our Spirits portfolio across key growth channels.This is a challenging and rewarding opportunity for a proactive and collaborative individual...

  • Chain Development Director West, Strategic Accounts Leader

    4 weeks ago

    Aliso Viejo, California, United States Diageo Full time

    **Job Summary**The Strategic Accounts Chain Development Director is a key role within Diageo, responsible for crafting and presenting market-level chain strategies to support the Annual Operating Plan across the Open West region. This role requires a collaborative approach, working cross-functionally with various teams to achieve commercial outcomes.**Key...

  • Scientific Sales Account Manager

    4 weeks ago

    Aliso Viejo, California, United States Kaztronix Full time

    Job Title: Sales and Account Manager for Pharmaceutical ClientsKaztronix is a leading provider of scientific consulting and staffing services, and we are seeking a highly motivated and experienced Sales and Account Manager to join our team.Job Summary:We are looking for a sales professional with a strong background in pharmaceutical sales and account...

  • National Account Manager for Spirits Portfolio Expansion

    3 weeks ago

    Aliso Viejo, California, United States Diageo Full time

    National Account Manager Role OverviewThis position demands a proactive and collaborative approach, working closely with Costco's buying offices in major regional hubs (San Francisco, Los Angeles, and San Diego for West) to drive Diageo's market presence and sales initiatives within Costco, ensuring our brands resonate strongly with their diverse customer...

  • Digital Marketing Strategist

    4 weeks ago

    Aliso Viejo, California, United States KWSM Full time

    Job DescriptionKWSM is a full-service digital marketing agency that puts a story-first emphasis on our marketing approach. We specialize in digital marketing strategy, website development & SEO, content creation, PR & influencer marketing, and digital advertising.We're looking for a passionate and tenacious marketer to join our team as a Digital Account...

  • Commercial Property Assistant

    3 weeks ago

    Aliso Viejo, California, United States Lincoln Property Company Full time

    Job DescriptionLincoln Property Company is seeking a highly skilled Assistant Property Manager to join our team. This role is responsible for assisting the Property Manager in the management of commercial property.Key Responsibilities:Assist with budget preparation and executionManage building operations and facility maintenanceProvide exceptional client...

  • Tax Compliance Director

    3 weeks ago

    Aliso Viejo, California, United States RxSight, Inc. Full time

    RxSight, Inc. is a leading ophthalmic medical technology corporation headquartered in California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery.The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to...

  • Tax Compliance Manager

    4 weeks ago

    Aliso Viejo, California, United States Simply Biotech Full time

    Job Title: Associate Director, Tax ComplianceJob Summary:We are seeking an experienced Associate Director, Tax Compliance to join our team at Simply Biotech. The successful candidate will be responsible for managing and coordinating the company's tax function, ensuring compliance with all federal, state, and local tax regulations.Key Responsibilities:Oversee...

  • Tax Compliance Manager

    4 weeks ago

    Aliso Viejo, California, United States Simply Biotech Full time

    Job SummaryThe Director of Tax Operations will be responsible for managing and coordinating the company's tax function, ensuring compliance with all federal, state, and local tax regulations. This role requires a detail-oriented individual with strong analytical skills and a comprehensive understanding of tax laws and regulations.Key ResponsibilitiesOversee...

  • Sales Manager

    3 weeks ago

    Aliso Viejo, California, United States Marriott Full time

    Job SummaryAs a Sales Manager - Hotel Revenue Growth at Marriott, you will be responsible for selling and promoting hotel guestrooms, function space, and catering services within assigned markets, primarily focused on weekends/need times in the SMERF/Affinity segment. You will develop new group business for the hotel with weekly proactive efforts, and...

  • Customer Service Representative

    3 weeks ago

    Aliso Viejo, California, United States PREMIER AQUATIC SERVICES LLC Full time

    Job SummaryAs a Customer Service Representative at Premier Aquatics, you will serve as the primary point of contact for the public swimmers and families participating in our Premier Swim Academy programs. Your key responsibilities will include ensuring accurate check-ins, maintaining a structured approach to swim lessons, and providing exceptional assistance...

  • Global Manufacturing Operations Director

    4 weeks ago

    Aliso Viejo, California, United States Terumo Neuro Full time

    Job Title: Sr. Vice President, Global ManufacturingTerumo Neuro is seeking a highly experienced and strategic leader to serve as the Sr. Vice President of Global Manufacturing. This role will oversee the company's global manufacturing operations, driving operational excellence, managing production efficiency, and ensuring quality standards.Key...

  • Global Supply Chain Program Manager

    3 weeks ago

    Aliso Viejo, California, United States MicroVention-Terumo Full time

    As a key member of the MicroVention-Terumo team, the Global Supply Chain Program Manager will lead the global program management activities and be responsible for project planning and execution of cross-platform projects with Supply Chain impact. This includes NPI, integrated planning, resource allocation, updates, project schedule, reporting, and risk...