Commercial Lines Account Executive

Acrisure•Wayne, PA

6d•Hybrid

About The Position

Acrisure is seeking a Commercial Lines Account Executive to join its growing Real Estate team. The Account Executive manages and grows a portfolio of commercial clients, ensures their insurance needs are met, and develops tailored insurance solutions to maximize client value and build long-term relationships. The role includes sales, marketing, client service, underwriting coordination, and technical insurance support. 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 changing direction and priorities in a fast-paced environment.
Computer skills, specifically Microsoft Word, Outlook, and Excel.
Excellent verbal and written communication and interpersonal skills.
Knowledge of insurance principles and their application to everyday situations.
High school diploma.

Nice To Haves

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

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 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 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 relevant information.
Collaborate with the Account Manager on complete company submissions and account service, including claims issues.
Prepare industry-standard ACORD applications using the agency management system; prepare 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 presentations.
Bind coverage, prepare binders, and delegate certificates.
Provide contract reviews and process policy changes and related documents.
Use carrier websites for rating, billing, processing changes, and retrieving loss information.
Meet with clients as needed or as directed by the client advisor.
Participate in carrier and wholesaler meetings to develop relationships.
Serve as a technical expert and assist insureds and department members in resolving complex issues.