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Commercial Lines Account Executive
AcrisureCommercial Lines Account Executive managing commercial client portfolios and delivering innovative insurance solutions. Building long-term relationships and exceeding sales goals in a hybrid work environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial insurance with a strong focus on client relationship management, needs assessment, and compliance with industry regulations. Proficient in delivering customized insurance solutions and negotiating terms effectively.
Highest-signal resume keywords
Commercial Insurance KnowledgeActive Property and Casualty LicenseClient Relationship ManagementNeeds AssessmentNegotiation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Proposal DevelopmentRisk AssessmentPolicy Change ProcessingACORD Application PreparationClaims Data Analytics
Soft Skills
Strong Organizational SkillsExcellent Verbal CommunicationInterpersonal SkillsAdaptabilityCustomer Service
Tools & Technologies
Microsoft WordMicrosoft OutlookMicrosoft ExcelApplied SystemsEPIC
Certifications & Qualifications
Active Property and Casualty License
Industry Keywords
Insurance ComplianceUnderwritingClient Lifecycle ManagementCross-SellingCarrier Relationships
About the role
Key responsibilities & impact- 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
What you’ll need- Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of job
- Active Property and Casualty License required
- Strong organizational skills - ability to prioritize and be proactive
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal skills
- Knows and applies principles of insurance to everyday situations
- Applied Systems / EPIC experience a plus
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- 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
- 401(k) plan with immediate vesting
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage