The Account Executive is responsible for overall service responsibility and relationship management for a Large Commercial RE 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.
Requirements
- 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 and maintain coverage strategies for clients.
- Mentor Account Managers and provide guidance on routine responsibilities.
- Advise clients on exposure analysis associated with their risk.
- 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 agency 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
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off
- Holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave
- Legal plan options
- Pet insurance coverage
