Private Risk HNW Account Executive
Private Risk HNW Account Executive
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$ 95000 - 115000
1 Vacancy
Job Description
Job Description
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 17000 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.
Responsibilities:
Perform daily service on assigned task by Producers and/or Account Executives with the agencys written procedures including but not limited to:
Service accounts including account transactions such as quote and issue policies ID cards proposal endorsements certificates claims renewals follow-up and correspondence.
Respond to client inquiries incoming mail and company request needs on a timely basis.
Develops coverage strategies and plans as necessary.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Review new/renewal policies and endorsements to insure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload download and interface technology.
Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned including back-up duties.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements:
Active Property & Casualty License Required.
Strong organizational skills- ability to prioritize and be proactive
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.
Applied Systems / EPIC experience a plus.
Knows and applies principles of insurance to everyday situations
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Pay Details:
Annual Salary: $95000 - $115000Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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 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 Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
IC
Employment Type
Full-Time
