Acrisure

Commercial Lines Account Executive - Complex Casualty

Acrisure • $80K — $110K *
Wayne, PA 19087In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-10 years of Commercial Lines experience preferred, particularly with loss sensitive programs.
  • Strong knowledge of P&C coverages, especially casualty programs.
  • Demonstrated experience managing large middle market accounts and marketing to carriers.
  • Excellent interpersonal, presentation, and communication skills for client interactions.
  • Ability to work independently with minimal supervision, demonstrating adaptability to changing priorities.
  • Experience with brokers or agents, especially related to account retention and cross-selling.
  • P&C License required; proficiency in Applied Epic is a plus.

Responsibilities

  • Develop and implement client retention strategies at renewal time.
  • Assist in cross-selling additional lines of business to existing clients.
  • Gather necessary information to prepare renewal submissions for clients.
  • Participate in client presentations for both current and prospective accounts.
  • Assess clients' operational and financial exposure to potential losses.
  • Create and maintain financial models to support loss-sensitive programs.
  • Review and analyze insurance policies and client contracts.
  • Lead the team in managing account receivables in line with agency standards.
  • Monitor and execute client service plans in coordination with claims and loss control teams.
  • Communicate renewal strategies and account management plans with team and clients.

Benefits

  • Collaborative work environment with opportunities for professional growth.
  • Ability to travel domestically for client visits and industry conferences.
  • Flexibility in work arrangements to support team dynamics and leadership impact.
  • Access to resources for continuous education within the insurance industry.
Full Job Description
Essential Duties & Responsibilities:
  • Develop strategy for retention of accounts at renewal time.
  • Assist in cross-selling other lines of business to existing accounts.
  • Work with clients to obtain sufficient information to prepare renewal submissions.
  • Participate in presentations to existing and prospective clients.
  • Review clients' operational, contractual and financial exposure to loss.
  • Develop and maintain financial models of loss sensitive programs.
  • Review insurance policies and contracts.
  • Work with others to obtain and deliver information, quotations, policy changes, etc.
  • Develop and monitor client service plans in conjunction with claims and loss control on an annual basis.
  • Responsible for stewardship reports with feedback from clients.
  • Responsible for team's ongoing service to include client surveys, experience mod calculations, loss picks and reserve analysis.
  • Manage Account Receivables to agency standards and facilitate collection of monies from clients.
  • Work independently and within a team on special nonrecurring and ongoing projects.
  • Oversee a team of Account Managers and Assistant Account Managers on a daily basis as well as helping to develop the team members professionally.
  • Control & direct renewal strategy internally with producer & team, and externally with the client.
  • Utilize external and internal resources to educate the team with insurance or industry knowledge.
  • Build replicable policies and procedures that create efficiencies within the service team.
  • Understanding of team atmosphere and contemplating how change affects the entire team.
  • Communicate clearly to surrounding team members, producers, and COO on day to day & renewal responsibilities as well as problematic situations.
  • Take the lead in creating educational presentations for clients and industry groups. Presentations include the following: Non Work Comp Proposals, Workers Compensation(including various loss sensitive programs) Proposals, Program Specific topics, Risk Management focused topics, Industry focused topics.


Knowledge & Skill Requirement:
  • Ability to work with minimum supervision; able to accept direction on given assignments.
  • Knowledge of MS Office Products, Word, Outlook and advanced knowledge of excel.
  • Demonstrated flexibility and adaptability to changing priorities and deadlines.
  • Strong analytical skills and attention to detail to ensure document accuracy.
  • Able to work effectively in a team environment with strong customer service skills.
  • Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
  • Ability to travel domestically for client visits and the occasional relevant industry conference.
  • Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets a plus.
  • Strong knowledge of all basic P&C coverages with a focus on loss sensitive casualty programs.
  • Large Account Captive experience is required
  • Demonstrated superior presentation and relationship skills in this highly Client interactive role.
  • Minimum 5 years relevant Commercial Lines experience a plus with a preference for 10+ years experience.
  • College degree preferred but not required
  • P&C License
  • Well versed in Applied Epic


Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

About Acrisure

Acrisure is an insurance brokerage firm that provides a range of insurance products and services to businesses and individuals. The company was founded in 2005 and is headquartered in Caledonia, Michigan. Acrisure offers a wide range of insurance products, including property and casualty, employee benefits, and personal lines insurance. The company has grown rapidly through a series of acquisitions, and now has over 500 offices in the United States and around the world. Acrisure has been recognized as one of the fastest-growing companies in the United States, and has won numerous awards for its innovative insurance products and services.
Learn more about Acrisure
Size
7,000 employees
Industry
Finance & Insurance
Founded
2006
* Ladders Estimates

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