Middle Market Senior Account Executive (Mid-Atlantic)

Job Description

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 Middle Market Sr. Account Executive will perform more complex responsibilities centered around the retention and growth of an assigned book of business. This role involves developing and maintaining strong relationships with clients, ensuring their needs are met and identifying opportunities for cross-selling and upselling Acrisure’s diverse range of products and services. They will mentor Account Managers and provide advice on risk exposures, client retention, and renewal preparation. The ideal candidate should have significant experience in account management and sales.

Responsibilities

Account Executive

• Manage overall service responsibility and relationship management for a Book of Business potentially in conjunction with a Client Advisor.
• Serve as the main point of contact for the clients in the book of business.
• Travel to meet with clients in person as needed to maintain the highest level of service and connectivity.
• Develop action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio.
• Work closely with Client Advisor to acquire new clients.
• Serve as a primary resource to Account Managers providing mentorship and guidance on routine responsibilities and client issues.
• Advise clients on new exposures to risk and provide benchmarking.
• Ensure high client retention through effective communication and service.
• Conduct contract reviews and coordinate loss control and claims resources.
• Respond to coverage inquiries and design insurance programs tailored to client needs.
• Prepare and present proposals, stewardship reports, and renewal strategies.
• Participate in renewal marketing and negotiations with carriers.
• Gather pertinent underwriting information to complete applications for new/renewal marketing per agency procedures.
• Collect premium for all accounts in accordance with Acrisure credit and collections policy.
• 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.
• Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers
  
  

Operations

• Reports into practice lead
• Responsible for Client Experience including client deliverables, process efficiencies, PG procedures, and improvement strategies.
• PG Financial detail lead: Revenue variance, payroll expenses, T/E planning/monitoring
• Retention coordinator: Work with team to identify accounts as risk and then with Practice Lead, AE, and CA on strategy
• EPIC Data Integrity PG Leader –
• Training and education coordinator and “needs list” keeper, who understands Acrisure available resources.
• Strategic Oversight of Service team structure, team members roles/responsibilities
• Team Talent evaluation and planning including Proactive Team planning and hiring
• Developing and coaching service team members/ Create Development plans
• HR liaison on personnel issues with team members
• Auris trainer, coordinator, and utilization

• KPIs
• Revenue per employee
• Retention of EE
• Retention of clients
  

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

Requirements

• Strong interpersonal skills and the ability to build and maintain relationships with clients.
• Demonstrated ability to handle complex client needs.
• Must have the ability to handle multiple and changing priorities in a fast-paced team environment.
• Strong knowledge of insurance products, policies, and procedures.
• Proven track record of successful team leadership and management.
• Strong problem-solving skills.
• Excellent communication skills with the ability to provide clear, concise, and accurate information in both written and verbal formats.
• Strong organizational and time management skills, with a demonstrated attention to detail.
• The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
• Self-motivated, with the initiative to prioritize and be self-directed.
• Able to apply motivational leadership, support, and empowerment to account management team
• Flexibility and willingness to assist team members in any capacity relating to client service.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Familiarity with agency management systems (e.g., Applied Systems / EPIC).
  
  

Education/Experience

• Typically requires a minimum of 7 - 10 years of transferrable experience and a Bachelor's degree
  
  

Benefits & Perks

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away
  
  

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com or learn more here.

Pay Details

: $0 - $0

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. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.