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About the role
Key responsibilities & impact- Serve as the primary relationship lead for enterprise-level and complex commercial accounts
- Build and sustain strong client partnerships with a deep understanding of multi-line business needs and organizational risk
- Lead Quarterly Business Strategy Meetings with stakeholders, focusing on program structure, KPIs, financial performance, loss trends, and forward-looking mitigation plans
- Conduct Discovery Sessions (in conjunction with Client Advisors) to surface emerging exposures, operational changes, and strategic business priorities
- Assist in development of and execute De-Risking Strategies aligned with overarching business risk and industry dynamics
- Deliver Coverage Gap Analysis reviews and recommend solutions to eliminate exposure misalignment
- Review contracts, leases, and third-party risk transfer requirements when situations warrant to ensure coverage compliance and appropriate allocation of risk
- Present benchmarking insights, claims trends, and strategic performance analytics to support informed client decision-making
- Consult on complex program structures including captives, large deductible programs, risk financing, and alternative approaches
- Oversee a proactive strategic claims approach, partnering with internal claims resources to reduce total cost of risk
- Execution and delivery of Total Client Experience timelines across assigned accounts
- Conduct and organize client meetings, workshops, educational sessions, and operational/executive presentations—both independently and with cross-functional support
- Ensure timely delivery and accuracy of enterprise presentations including: Technical proposals, Strategy plans, Claims reviews, Progress reports, Executive workshops, Client onboarding sessions
- Identify Total Client Opportunities, integrating product and advisory resources across Acrisure departments
- Coordinate and collaborate with Client Advisors, Placement, Account Executives, Account Managers, and specialty resource partners to retain and grow assigned accounts
- Review supplemental applications, loss runs, audit reports, and client data to surface needs and route solutions
- Lead, monitor, and report results of total client solution delivery within the renewal timeline
Requirements
What you’ll need- Active Property & Casualty License
- Proven record of retaining and growing large accounts; strong executive presence in client-facing roles
- Experience managing external and internal resources, including vendor and carrier relationships
- Advanced understanding of coverage structures, contractual risk transfer, loss analytics, and technical program design
- Strong project management and analytical skills, with ability to oversee complex initiatives and measure performance outcomes
- Exceptional written and verbal communication skills, including technical and executive-level presenting
- Ability to work cross-functionally across sales, service, claims, placement, and specialty departments
- Adaptability and resilience in a fast-paced, evolving environment
- Insurance designations such as ARM, CPCU, CRM, CIC preferred but not required
- College degree in Business Administration or related field preferred.
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Property & Casualty Licensecoverage structurescontractual risk transferloss analyticstechnical program designproject managementanalytical skillsclaims managementrisk financingDe-Risking Strategies
Soft Skills
client relationship managementexecutive presencecommunication skillscross-functional collaborationadaptabilityresilienceanalytical thinkingpresentation skillsstrategic thinkingorganizational skills
Certifications
ARMCPCUCRMCIC
