Account Executive, Employee Benefits

About the position

Acrisure's Northwest Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Northwest Platform to 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.

Responsibilities

• Develop action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio.
• Responsible for maintaining and servicing an 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 organization error and omission standards.
• Other duties may be assigned or required as needs arise.

Requirements

• Active Health & Life License Required.
• 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 to various situations, demonstrating how a range of situations may be affected by the principles of insurance.
• Employee Navigator Experience a plus.

Nice-to-haves

• Associate degree or higher preferred.
• 5+ years as an EB Account Executive or similar experience.

Benefits

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