Account Executive - Employee Benefits, Large

Job Title Account Executive Department Employee Benefits Location West Division Job Summary Account Executives perform more complex responsibilities and are primary points of contact for the clients they oversee. They develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios, while working closely with the sales team to acquire new clients. Significant professional experience in account management and/or sales is required. Responsibilities Develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolio. Maintain and service an assigned book of business. Prepare and market new and renewal submissions in conjunction with sales and service team. Work with insurance carriers to secure quotes and verify required specifications. Review and process various documents including policies, endorsements and invoices. Document all activities in agency management system. Prepare clear and concise proposals to effectively communicate marketing results with clients. Complete and audit all internal documents, ensuring accuracy. Coordinate resources, negotiate contracts and agreements, and monitor account performance. Adhere to and comply with organization policies and procedures, sales and service standards and established workflows. Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards. Other duties may be assigned or required as needs arise. Requirements Active Health & Life License required. Experience with Applied Epic or similar agency management software. Strong organizational skills – ability to discern priority and initiative. Computer skills, specifically Microsoft Word, Outlook and Excel. Excellent verbal and written communication skills as well as strong interpersonal skills. Mathematical skills: ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages. Reasoning skills: ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form. Able to apply principles of insurance to various situations, demonstrating how a range of situations may be affected by the principles of insurance. Employee Navigator experience a plus. Education / Experience Associate degree or higher preferred. 5+ years as an EB Account Executive or similar experience. Benefits & Perks Competitive Compensation Industry-Leading Healthcare Savings and Investments Charitable Giving Programs Offering hybrid work option Opportunities for Growth Educational Resources Generous time away Pay Details The base compensation range for this position is $120,000 - $200,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Job Requirements Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Equal Opportunity Employer 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. Legal Notices Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. #J-18808-Ljbffr