Commercial Lines Account Executive

About Acrisure

Acrisure is a global fintech leader empowering millions of ambitious businesses and individuals with tailored solutions to grow boldly forward. By integrating cutting-edge technology and top-tier human support, we connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. Over the past twelve years, Acrisure has grown from $38 million to nearly $5 billion in revenue and now employs over 19,000 colleagues in more than 20 countries. Built on entrepreneurial spirit, Acrisure prioritizes leadership, accountability, and collaboration to enable teams to perform at their highest potential.

About the role

We are seeking a Commercial Lines Account Executive to join our Commercial Transportation team in the greater Schaumburg, IL area. In this role, you will manage and grow a portfolio of commercial clients, delivering exceptional service and innovative insurance solutions. You will collaborate with a Client Advisor to acquire and retain clients, execute the Total Client Sales Process, and act as the primary point of contact. Your responsibilities will include developing action plans to meet client goals, suggesting upgrades, and leveraging your expertise in commercial lines to identify needs and present comprehensive insurance and fintech solutions.

Responsibilities

• Build and maintain strong, trust-based relationships with clients and prospects.
• Identify new business opportunities and cross-sell 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.
• 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 proposals of insurance, detailing coverage, limits, deductibles, and other pertinent information.
• Collaborate with Account Managers to ensure complete company submissions and account service, including claims issues.
• Prepare industry-standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, and develop account narratives with claims data analytics and metrics.
• Secure quotes, negotiate premiums and commissions, prepare proposals, and deliver corresponding presentations.
• Bind coverage, prepare binders, and delegate certificates.
• Provide contract review.
• Process policy changes and corresponding documents.
• Demonstrate proficiency in carrier websites for rating, billing, processing changes, and loss retrieval.
• Meet with clients as needed or directed by the client advisor.
• Participate in carrier/wholesaler meetings for relationship development.
• Serve as a technical expert, assisting insureds and department members to resolve complex issues.

Requirements

• Able to function independently and as part of a team, with guidance or direct supervision by exception.
• Demonstrated ability to lead projects and teams effectively, including delegating tasks, coordinating efforts across departments, and ensuring timely completion of objectives.
• Strong verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence.
• High level of understanding of accounting or strong math skills.
• High degree of critical thinking and problem-solving ability when answers are 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.
• Advanced proficiency with a variety of technology, including MS Office.
• Knowledge of Agency Management Systems; Applied Epic is a plus.
• Compliance with continuing education requirements for agent licensing and professional designations.
• Stay informed regarding industry information, new production details, coverages, and technology to continually improve knowledge.

Qualifications

• College degree in Business Administration or related field preferred.
• Minimum 5+ years of experience in Commercial Lines insurance.
• Commercial insurance experience in transportation or large fleet highly preferred.
• Active Property and Casualty Insurance License required.
• Insurance designations such as ARM, CPCU, CRM, or CIC are highly preferred but not required.

Pay

The base compensation range for this position is $100,000 - $125,000. Placement within the range will be based on skills, experience, qualifications, location, and internal equity.

Benefits

• Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.