Commercial Lines Account Executive

Acrisure Mid-Atlantic Partners Insurance Services, LLC•Tredyffrin Township, PA

2d•Hybrid

About The Position

Acrisure is seeking a Commercial Lines Account Executive to join its growing Real Estate team. The role manages and grows a portfolio of commercial clients, ensuring their insurance needs are met through tailored insurance solutions, strong client relationships, and professional service. The Account Executive uses insurance sales and marketing expertise to maximize client value and foster long-term relationships. The position includes assessing client needs and risks, developing and presenting insurance proposals, negotiating coverage and premiums with carriers, securing and binding coverage, and supporting clients throughout the account lifecycle. The Account Executive also partners with Account Managers, carriers, wholesalers, and department colleagues to deliver account service and resolve complex issues. The role requires 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 priorities 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 ability to apply them to everyday situations.
High school diploma.

Nice To Haves

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

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 on complete company submissions and account service, including claims issues.
Prepare industry-standard ACORD applications through the Agency Management System and 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 as directed by the client advisor.
Participate in carrier and wholesaler meetings to develop relationships.
Serve as a technical expert, helping insureds and department members resolve complex issues.