Account Executive (Southwest Platform)

Job Description

Job Title: Account Executive

Agency/Platform: Southwest Platform

Location: Hybrid/Aliso Viejo, CA

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

The Account Executive position is one of the most critical jobs within the organization. It directly supports the Broker(s) during the sales phase of the business; then once the account is sold, assumes complete responsibility of maintaining an extremely positive relationship between Acrisure and our clients. Primary duty includes delivering renewals and re-selling the account at renewal as well as all day-to-day service work for the client.

Essential Duties / Performance Profile:

• Prepare, develop and deliver renewal presentations to clients. This includes completing the renewal report, recommending alternative options, arranging meetings with client, presenting the renewal at the client's place of business and re-selling Acrisure's services to our client every year.

• Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such as underwriters, sales and service representatives) and client contacts.

• Act as liaison between client and insurance companies in order to independently resolve all service problems. Specifically, assist the client in resolving billing, claim, eligibility, COBRA and customer service problems.

• Independently manage with input from broker and team leader Employee booklets, enrollment kits.

• Assist in the communication of benefits in enrollment meetings with client and insurance companies.

• Assists in the online enrollment process with the various carriers and online enrollment systems.

• Preparing and obtaining employee enrollment materials.

• Make regular in person service/relationship calls to clients.

• Preparation of reports deemed necessary to team leader and or broker.

• Keep all information on accounts accurate and up to date in share drive and database.

• Communicate to our clients "Our Value Added Service".

• Work on special projects as assigned by management.

• Adhere to all published rules, regulations and procedures of Acrisure.

• Develop and maintain positive client relations

• Develop, or coordinate the development of, and present employee benefit plan evaluations to clients/prospects with different funding arrangements for both existing and new business.

• Assist clients with service issues and questions and facilitate employee meetings, if requested.

• Develop and maintain professional business relationships with insurance carriers/markets and service providers.

• Provides and develops census and the preparation of the RFP for the renewal process for clients.

• Be actively involved with professional and/or civic associations on behalf of Acrisure.

• Provide guidance and mentorship to Account Coordinators or other team members.

• Provide input into the strategic planning of the Group Benefits Department.

Qualifications and Job Skills:

• College degree and a minimum of 5 years insurance agency or company experience specializing in employee benefits or a combination of education and work experience.

• Thorough knowledge of group health insurance, life, and disability insurance plans including small group, large group, self-insured, ASO and captives.

• Thorough knowledge of compliance in relation to all employee benefits.

• Expert use of Microsoft Word, Excel, PowerPoint and Outlook

• Excellent oral, presentation and written communication skills and the command of the English language.

• Ability to thoroughly communicate and build relationships with clients and carriers.

• Must have strong interpersonal communication skills with the ability to interact with a variety of people on many different levels.

• Capable of working on multiple tasks simultaneously, maintaining accuracy and attention to detail.

• Strong time management skills with the ability to prioritize and meet deadlines despite frequent interruptions (i.e. phone calls).

• Ability to work in a team environment with the ability to make independent decisions.

• Ability to think creatively and negotiate resolution.

• Hold a valid Life and Health Insurance License.

• Must have a professional corporate appearance and manner.

• Ability to travel to clients and Acrisure meetings and trainings as needed.

The above statements are intended to be a representative summary of the major

responsibilities performed by incumbents of this job. The incumbents maybe

requested to perform job-related tasks other than those stated in this description.

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Pay Details:

Annual Salary: $60,000 - $85,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.