Account Executive - Employee Benefits, Large

Description

Job Description

Job Title:AccountExecutive

Department:Employee Benefits

Location:West Division

AboutUs:

Acrisure’sWest Divisionbegan with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealedthe individualstrengths andthe extraordinary advantageattheir doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the AcrisureWest Divisionto where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure 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. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary:

Account Executivesperform more complex responsibilities and are primary points of contact for the clients they oversee. They areresponsible for developing action plans to reach client goals andsuggestspotential upgrades to grow or diversify clientportfolioas well asworkingclosely with the sales team to help acquire new clients.Significantprofessional experience in account management and/or sales is necessary for this position.

Responsibilities:

• Develop action plans to reach client goals andsuggestspotential upgrades to grow or diversify client portfolio.

• Responsible for maintainingand servicingan assigned book of business

• Prepare and market new and renewal submissions.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 organizationerrorsand omission standards.

• Other duties may be assigned or required as needs arise.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• ActiveHealth & LifeLicenseRequired.

• 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 tovarious ofsituations, demonstrating how a range of situations may be affected by the principles of insurance.

• Employee Navigator Experience a plus.

Education/Experience:

• Associate degreeor higher preferred

• 5+ years asanEB Account Executiveor similar experience

Benefits & Perks:

• Competitive Compensation

• Industry-Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid workoption

• Opportunities for Growth

• Educational Resources

• Generous time away

Pay Details:

The base compensation range for this position is $120,000 - $200,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting <.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.