Acrisure

Commercial Lines Account Executive – Transportation

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: New Berlin • Illinois • Wisconsin • United States

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Salary

💰 $100,000 - $125,000 per year

About the role

  • Building and maintaining strong, trust-based relationships with clients and prospects
  • Identifying new business opportunities and cross-selling additional products and services
  • Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups
  • Conducting thorough needs assessments and delivering customized insurance and total client solutions
  • Negotiating terms and coverage with underwriters and carriers
  • Ensuring compliance with industry regulations and company policies
  • Providing 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 proposals of insurance including details of coverage, limits, deductibles, and other pertinent information.
  • Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues.
  • Capability to put together industry standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, develop a narrative of the account along with claims data analytics and metrics.
  • Secure quotes, negotiate premiums and commissions, prepares proposals and corresponding presentations.
  • Bind coverage, prepare binders, and delegate certificates.
  • Ability to provide Contract review.
  • Process policy changes and corresponding documents.
  • Proficient in carrier websites for rating, billing, processing changes, and loss retrieval.
  • Meets with clients as needed or directed by client advisor.
  • Participate in carrier/wholesaler meetings for relationship development.
  • Serves as technical expert, assisting insureds and department members to resolve complex issues.

Requirements

  • Bachelor’s degree’s degree and/or 5+ years commercial insurance experience or recognized equivalent is required.
  • Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within 90 days of hire date.
  • Initiate, obtain, and maintain (CIC, CPCU or other advanced designations)
  • Able to function independently and as part of a team.
  • Fully competent in applying established standards and works with guidance or direct supervision by exception.
  • Demonstrated ability to lead projects and teams effectively, including delegating tasks to team members, coordinating efforts across departments, and ensuring timely and successful completion of objectives
  • Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
  • Must have a high level of understanding accounting or strong math skills.
  • High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
  • Demonstrated attention to detail, producing outcomes with minimal errors.
  • Ability to adapt well to change in direction and priority in a fast-paced environment.
  • Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
  • Knowledge of Agency Management Systems; Applied Epic a plus.
  • Complies with continuing education requirements for agent licensing as well as professional designations.
  • Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
Benefits
  • Competitive compensation
  • Generous vacation policy, paid holidays, and paid sick time
  • Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
  • Company-paid Short-Term and Long-Term Disability Insurance
  • Company-paid Group Life insurance
  • Company-paid Employee Assistance Program (EAP) and Calm App subscription
  • Employee-paid Pet Insurance and optional supplemental insurance coverage
  • Vested 401(k) with company match and financial wellness programs
  • Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
  • Paid maternity leave, paid paternity leave, and fertility benefits
  • Career growth and learning opportunities
  • …and so much more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
commercial insurance experienceneeds assessmentsrisk assessmentnegotiationpolicy changesACORD applicationsclaims data analyticsproposal developmentcustomer serviceaccount management
Soft Skills
relationship buildingteam collaborationproject leadershipcommunicationcritical thinkingproblem solvingattention to detailadaptabilityindependencetime management
Certifications
Property and Casualty Insurance LicenseCICCPCUcontinuing education requirements