Employee Benefits Account Executive
Acrisure, Saint Louis, MO, United States
Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of commercial clients, ensuring their insurance needs are met with precision and professionalism. You will leverage your expertise in insurance sales and marketing to develop tailored solutions that maximize client value and foster long‑term relationships. As an Account Executive, you will collaborate closely with a Client Advisor to acquire and retain clients as well as execute the Total Client Sales Process; perform more complex responsibilities and act as the primary point of contact for clients; develop action plans to reach client goals and suggest potential upgrades to grow or diversify your client portfolio. Your deep understanding of commercial lines of business will be instrumental in identifying client needs and presenting comprehensive insurance and fintech solutions that address both current and future risks. Our ideal candidate is a proactive and driven professional with a proven track record in insurance sales, exceptional communication skills, and a passion for delivering superior client experiences.
Responsibilities
Building and maintaining strong, trust‑based relationships with clients and prospects
Identifying new business opportunities and cross‑selling additional products and services
Consistently meeting and exceeding 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
Collecting detailed risk and underwriting information including survey data and loss history
Developing and delivering formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information
Collaborating with the 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
Securing quotes, negotiating premiums and commissions, preparing proposals and corresponding presentations
Binding coverage, preparing binders, and delegating certificates
Providing contract review
Processing policy changes and corresponding documents
Proficiency in carrier websites for rating, billing, processing changes, and loss retrieval
Meeting with clients as needed or directed by client advisor
Participating in carrier/wholesaler meetings for relationship development
Serving as technical expert, assisting insureds and department members to resolve complex issues
Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Qualifications
Able to function independently and as part of a team
Fully competent in applying established standards and working 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
Education & Experience
Bachelor’s degree or 7+ years group benefits insurance experience or recognized equivalent is required
Hold and maintain appropriate state Life and Health License(s) or obtain within 90 days of hire date
Initiate, obtain, and maintain (CEBS, GBA or other advanced designations)
Employee Benefits
Physical Wellness: Comprehensive medical insurance, dental insurance, 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 leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer.
We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
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Responsibilities
Building and maintaining strong, trust‑based relationships with clients and prospects
Identifying new business opportunities and cross‑selling additional products and services
Consistently meeting and exceeding 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
Collecting detailed risk and underwriting information including survey data and loss history
Developing and delivering formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information
Collaborating with the 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
Securing quotes, negotiating premiums and commissions, preparing proposals and corresponding presentations
Binding coverage, preparing binders, and delegating certificates
Providing contract review
Processing policy changes and corresponding documents
Proficiency in carrier websites for rating, billing, processing changes, and loss retrieval
Meeting with clients as needed or directed by client advisor
Participating in carrier/wholesaler meetings for relationship development
Serving as technical expert, assisting insureds and department members to resolve complex issues
Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
Qualifications
Able to function independently and as part of a team
Fully competent in applying established standards and working 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
Education & Experience
Bachelor’s degree or 7+ years group benefits insurance experience or recognized equivalent is required
Hold and maintain appropriate state Life and Health License(s) or obtain within 90 days of hire date
Initiate, obtain, and maintain (CEBS, GBA or other advanced designations)
Employee Benefits
Physical Wellness: Comprehensive medical insurance, dental insurance, 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 leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer.
We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
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