Commercial Lines Account Executive - South Platform



Sales & Business Development
Las Vegas, NV, USA · San Diego, CA, USA · Portland, OR, USA · Sacramento, CA, USA · Phoenix, AZ, USA
Posted on Thursday, September 28, 2023

About the Acrisure South Platform:

Acrisure’s South Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure South Platform to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary:

The success of this role is measured by account retention and rounding revenue, proactively building and maintaining positive relationships with clients, insurance carriers and other divisions within the agency, and training/mentorship of service staff as needed.


  • Coordination of projects across Enterprise

  • Develop and maintain client relationships in an assigned book of business to retain and cross-sell policies.

  • Consulting with clients and prospects regarding their total cost of risk

  • Provide solutions to clients and prospects to address their business and insurance issues, and prepare capabilities presentations

  • Cross-sell identification and coordination

  • Responsible for client retention, with goals to be set annually

  • Oversee renewal timeline

  • Work closely with market underwriters on review and negotiation of quotes, including coverage, pricing and commissions

  • Review and proof of proposals

  • Coordinate client onboarding

  • Assist CSRs on service-related tasks occasionally

  • Negotiate with carriers/brokers to secure optimal coverage, pricing and agency revenue

  • Identify and leverage all marketing resources to include direct carrier appointments, wholesalers/brokers and Acrisure resources

  • Identify, develop, and execute best practices with operational processes and procedures, including implementation and training

  • Assist in divisional/departmental/agency growth by fostering relationships with prospects, carriers and internal sources

  • Monitor weekly/ monthly renewal reports in order to assure completion and compliance with agency standards

  • Attend all carrier & team meetings

  • Perform other duties as required and or assigned

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*


  • Excellent project management and time management skills

  • Previous experience handling large construction commercial accounts at $500M+ in premium per account

  • Ability to read and interpret documents such as insurance policies, endorsements, contractual insurance requirements, certificates of insurance and loss runs

  • Ability to effectively communicate in both verbal and written formats with external and internal people and groups

  • Knowledge of business English, to include proper spelling, grammar, and punctuation

  • Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels

  • Ability to follow instructions in verbal and written format

  • Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people

  • Excellent skills in reliability, initiative, and stress tolerance

  • Ability to perform in a professional appearance and manner

  • Competent and proficient understanding of the Microsoft Office suite

  • General working knowledge of Microsoft SharePoint and Power Apps, workflow engines and other software platforms.

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

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.