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Commercial Insurance Account Executive

2 months ago


Port Saint Lucie, Florida, United States ACRISURE Full time

About Acrisure

Acrisure stands as a leader in the financial technology industry, merging human insight with cutting-edge technology to deliver a diverse array of financial solutions and services tailored for businesses and individuals alike. The organization links clients with strategies designed to protect and enhance their assets, encompassing offerings such as Insurance, Reinsurance, Cyber Services, Mortgage Origination, and more.

Position Overview:

The Commercial Lines Account Manager is integral in addressing clients' service requirements and overseeing account modifications. This role encompasses distinct service and marketing duties, ensuring the provision of outstanding service while achieving sales objectives aligned with the agency's quality benchmarks. The primary emphasis is on assisting the sales team in securing new clientele and maintaining relationships with existing customers.

Core Responsibilities:

  • Assist the sales team in pinpointing new business prospects, evaluating client requirements, and formulating renewal strategies with sales representatives.
  • Oversee the renewal procedure and collaborate with sales representatives to guarantee timely renewals.
  • Engage in marketing initiatives, negotiate pricing, and assess quotes for precision and competitiveness.
  • Draft proposals and finalize presentations in partnership with the sales team.
  • Issue insurance coverage, accurately preparing binders, certificates, and policies.
  • Examine policies and contracts to ensure their accuracy and completeness.
  • Identify potential loss exposures and suggest appropriate coverages in collaboration with sales representatives.
  • Work alongside colleagues to provide exceptional client service and support sales representatives as necessary.

Qualifications:

  • High School Diploma or equivalent.
  • At least 2+ years of experience in Commercial insurance or a related field.
  • Active State of Florida Property & Casualty Insurance License.
  • Excellent communication skills with the ability to work collaboratively.
  • Proficiency in Microsoft Office Suite, especially Excel; experience with EPIC is advantageous.

Benefits & Perks:

  • Competitive Compensation.
  • Leading Healthcare Benefits in the Industry.
  • Opportunities for Savings and Investment.
  • Programs for Charitable Contributions.
  • Hybrid Work Arrangement.
  • Paths for Professional Development.
  • Parental Leave and Generous Time Off.