Serve as the primary relationship lead for enterprise-level and complex commercial accounts.
Build and sustain strong client partnerships with a deep understanding of multi-line business needs and organizational risk.
Lead Quarterly Business Strategy Meetings with stakeholders, focusing on program structure, KPIs, financial performance, loss trends, and forward-looking mitigation plans.
Conduct Discovery Sessions (in conjunction with Client Advisors) to surface emerging exposures, operational changes, and strategic business priorities.
Assist in development of and execute De-Risking Strategies aligned with overarching business risk and industry dynamics.
Deliver Coverage Gap Analysis reviews and recommend solutions to eliminate exposure misalignment.
Review contracts, leases, and third-party risk transfer requirements when situations warrant to ensure coverage compliance and appropriate allocation of risk.
Present benchmarking insights, claims trends, and strategic performance analytics to support informed client decision-making.
Consult on complex program structures including captives, large deductible programs, risk financing, and alternative approaches.
Oversee a proactive strategic claims approach, partnering with internal claims resources to reduce total cost of risk.
Execution and delivery of Total Client Experience timelines across assigned accounts.
Conduct and organize client meetings, workshops, educational sessions, and operational/executive presentations—both independently and with cross-functional support.
Identify Total Client Opportunities, integrating product and advisory resources across Acrisure departments.
Coordinate and collaborate with Client Advisors, Placement, Account Executives, Account Managers, and specialty resource partners to retain and grow assigned accounts.
Review supplemental applications, loss runs, audit reports, and client data to surface needs and route solutions.
Lead, monitor, and report results of total client solution delivery within the renewal timeline.
Perform additional duties as assigned.
Requirements
College degree in Business Administration or related field preferred.
8+ years commercial P&C insurance experience; enterprise or complex national accounts strongly preferred.
Active Property & Casualty license required
Proven record of retaining and growing large accounts; strong executive presence in client-facing roles.
Experience managing external and internal resources, including vendor and carrier relationships.
Advanced understanding of coverage structures, contractual risk transfer, loss analytics, and technical program design.
Strong project management and analytical skills, with ability to oversee complex initiatives and measure performance outcomes.
Exceptional written and verbal communication skills, including technical and executive-level presenting.
Ability to work cross-functionally across sales, service, claims, placement, and specialty departments.
Adaptability and resilience in a fast-paced, evolving environment.
Insurance designations such as ARM, CPCU, CRM, CIC preferred but not required.
Ability to travel up to 50% of the time is required.
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance
life and disability insurance
fertility benefits
wellness resources
and paid sick time.
Generous paid time off and holidays
Employee Assistance Program (EAP)
and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
commuter benefits
and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents)