Consultative sales consultant specializing in small business insurance solutions. Taking inbound calls, providing coverage consultation, and working closely with underwriting teams.
About the role
- Account Executive managing and growing a portfolio of commercial clients at Acrisure. Delivering exceptional service and innovative insurance solutions to meet client needs.
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
- Bachelor’s degree’s degree and/or 5+ years commercial insurance experience or recognized equivalent is required.
- Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within 90 days of hire date.
- Initiate, obtain, and maintain (CIC, CPCU or other advanced designations)
- 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 production information, coverages, and technology to continually improve knowledge and stay current.
Benefits
- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
- …and so much more!
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