Account Executive

Acrisure • Roseville, CA

12d • Onsite

About The Position

Sr. Account Executives perform more complex responsibilities and are primary points of contact for the clients they oversee. They are responsible for developing action plans to reach client goals, determining key performance indicators (KPIs) to track performance for client projects, suggesting potential upgrades to grow or diversify a client portfolio, and will work closely with the sales team to help acquire new clients. Significant professional experience in account management and/or sales is necessary for this position.

Requirements

• Active Property & Casualty License.
• Experience with Applied Epic or similar agency management software
• Strong organizational skills- the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• Excellent verbal and written communication skills as well as strong people 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.

Nice To Haves

• EPIC experience is a plus.
• Associate degree.
• CPCU or special training course completion is a plus.

Responsibilities

• Develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios.
• Works closely with the sales team to help acquire new clients.
• Determines key performance indicators (KPIs) to track performance for client projects.
• Plan, develop, and deliver retention plans that protect, grow, and diversify relationships with clients.
• Suggest potential upgrades to grow or diversify client portfolios.
• 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.
• Continue to manage and service a Commercial Lines book of business.
• Review and process various documents including policies, endorsements, and invoices.
• Document all activities in the agency management system.
• Prepare clear and concise proposals to effectively communicate marketing results with clients.
• Ensure timely completion of expiration list items.
• 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 errors and omission standards.
• Contributor to regional carrier relationships; ensuring professional interactions with operations.
• Other duties may be assigned or required as needs arise.

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree