Commercial Lines Account Executive

Acrisure•Wayne, PA

1d•Hybrid

About The Position

Acrisure is seeking a Commercial Lines Account Executive to join its growing Real Estate team. This role manages and grows a portfolio of commercial clients, ensuring their insurance needs are met with precision and professionalism. The Account Executive uses insurance sales and marketing expertise to develop tailored solutions that maximize client value and foster long-term relationships. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 5 years of commercial insurance industry experience.
Active Property and Casualty License.
Strong organizational skills, including the ability to prioritize and be proactive.
Ability to adapt to changes in direction and priority in a fast-paced environment.
Computer skills, specifically Microsoft Word, Outlook, and Excel.
Excellent verbal and written communication skills and strong interpersonal skills.
Knowledge of insurance principles and their application to everyday situations.
High school diploma.

Nice To Haves

Commercial insurance real estate experience.
Applied Systems / EPIC experience.
Associate degree or higher.
CPCU designation or completion of a special training course.

Responsibilities

Build and maintain strong, trust-based relationships with clients and prospects.
Identify new business opportunities and cross-sell additional products and services.
Meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups.
Conduct thorough needs assessments and deliver customized insurance and total client solutions.
Negotiate terms and coverage with underwriters and carriers.
Ensure compliance with industry regulations and company policies.
Provide exceptional customer service and support throughout the client lifecycle.
Collect detailed risk and underwriting information, including survey data and loss history.
Develop and deliver formal insurance proposals detailing coverage, limits, deductibles, and other pertinent information.
Collaborate with the Account Manager to ensure complete company submissions and account service, including claims issues.
Prepare industry-standard ACORD applications using the Agency Management System, complete supplemental applications, review loss runs, and develop account narratives using claims data analytics and metrics.
Secure quotes, negotiate premiums and commissions, and prepare proposals and related presentations.
Bind coverage, prepare binders, and delegate certificates.
Provide contract review.
Process policy changes and corresponding documents.
Use carrier websites for rating, billing, processing changes, and loss retrieval.
Meet with clients as needed or directed by the client advisor.
Participate in carrier and wholesaler meetings to develop relationships.
Serve as a technical expert, assisting insureds and department members in resolving complex issues.