About Acrisure
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:
The success of this role is measured by account retention and rounding revenue, proactively building and maintaining positive relationships with clients, insurance carriers and other divisions within the agency, and training/mentorship of service staff as needed.
Responsibilities:
Develop and maintain client relationships in an assigned book of business to retain and cross-sell policies.Consulting with clients and prospects regarding their total cost of riskProvide solutions to clients and prospects to address their business and insurance issues, and prepare capabilities presentationsCross-sell identification and coordinationResponsible for client retention, with goals to be set annuallyOversee renewal timelineWork closely with market underwriters on review and negotiation of quotes, including coverage, pricing and commissionsReview and proof of proposalsCoordinate client onboardingAssist account coordinators on service-related tasks occasionallyIdentify and leverage all marketing resources to include direct carrier appointments, wholesalers/brokers and Acrisure resourcesIdentify, develop, and execute best practices with operational processes and procedures, including implementation and trainingAssist in divisional/departmental/agency growth by fostering relationships with prospects, carriers and internal sourcesMonitor weekly/ monthly renewal reports in order to assure completion and compliance with agency standardsAttend all carrier & team meetingsPerform other duties as required and or assigned*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*
Requirements:
Excellent project management and time management skillsAbility to read and interpret documents such as insurance policies, endorsements, contractual insurance requirements, certificates of insurance and loss runsAbility to effectively communicate in both verbal and written formats with external and internal people and groupsKnowledge of business English, to include proper spelling, grammar, and punctuationAbility to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levelsAbility to follow instructions in verbal and written formatAbility to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with peopleExcellent skills in reliability, initiative, and stress toleranceAbility to perform in a professional appearance and mannerCompetent and proficient understanding of the Microsoft Office suiteGeneral working knowledge of Microsoft SharePoint and Power Apps, workflow engines and other software platforms.Education/Experience:
High School diploma or equivalentProperty and Casualty license required3+ Years of experience in Property & Casualty InsuranceExperience with construction industry, large complex risks and large retention programs preferred.Benefits & Perks:
Competitive CompensationIndustry-Leading HealthcareSavings and InvestmentsCharitable Giving Programs Offering hybrid work option Opportunities for GrowthEducational ResourcesGenerous time away#LI-EG1
#LI-Hybrid
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.
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.