Account Executive, Employee Benefits Specialist
3 days 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.
Job Summary:
As an Account Executive, you will be responsible for developing action plans to reach client goals and suggesting potential upgrades to grow or diversify client portfolio. You will work closely with the sales team to help acquire new clients and maintain an assigned book of business. You will also prepare and market new and renewal policies in conjunction with sales and service team, work with insurance carriers to secure quotes and verify required specifications, review and process various documents, and document all activities in agency management system.
Responsibilities:
- Develop action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio.
- Responsible for maintaining an assigned book of business.
- Prepare and market new and renewal policies 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.
- Completes and audits 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.
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.
- 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 of situations, demonstrating how a range of situations may be affected by the principles of insurance.
- Employee Navigator Experience a plus.
Benefits & Perks:
- Competitive Compensation.
- Industry-Leading Healthcare.
- Savings and Investments.
- Charitable Giving Programs.
- Offering hybrid work option.
- Opportunities for Growth.
- Educational Resources.
- Generous time away.
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Aurora, Colorado, United States ACRISURE Full timeAbout AcrisureAcrisure is a leading fintech company that operates a global insurance broker. Our company provides a wide range of insurance and financial solutions, including commercial property and casualty, personal lines, and employee benefits insurance.Job SummaryAs an Account Executive, Employee Benefits Specialist at Acrisure, you will be responsible...
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