Job Description

Executive Job Description: Sales or Service Enablement

Division: North America, West Division

Reports To: Team Lead – Operations, Commercial Large – Construction, West

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.

Scope:

This position responsible for driving operational efficiency, market visibility, and client engagement through the management of digital tools, communications, and business initiatives. This role serves as a critical connector between sales, marketing, client advisors, and carrier partners, ensuring alignment across client-facing activities, strategic partnerships, and brand presence.

The ideal candidate is highly organized, detail-oriented, and proactive, with strong communication and project management skills. They will ensure that leadership’s time and energy are focused on the highest-value opportunities by managing key business processes, events, and marketing initiatives.

Essential Responsibilities:

Business & Operational Enablement

• Oversee and reconcile business-related expenses, ensuring efficient tracking and alignment with budgetary goals.
• Manage and optimize HubSpot and other Acrisure systems/tools to ensure accurate data capture, lead tracking, and process compliance.
• Coordinate carrier meetings and maintain visibility into market engagement efforts, ensuring consistent communication and relationship management across 3–5 weekly carrier interactions.
• Provide executive-level support in managing strategic priorities, calendar organization, and meeting cadence to maximize productivity and impact.
• Handle select business and personal initiatives that support leadership focus and operational effectiveness.

Marketing & Brand Management

• Oversee online presence, including LinkedIn and other digital platforms, ensuring consistent and professional representation of the brand.
• Plan and execute monthly client newsletters highlighting benefits, surety services, and other key offerings to strengthen cross-selling and brand awareness.
• Manage marketing projects and external affiliations, including association partnerships, sponsorships, and event participation (e.g., bank board and contractor associations).
• Collaborate with marketing and communications teams to develop and distribute client-facing materials, including thought leadership content and claims/litigation insights.

Client & Event Engagement

• Coordinate client appreciation initiatives, including gift programs, event invitations, and management of Acrisure Arena and other client entertainment opportunities.
• Lead planning and execution of sponsored events.
• Ensure all event-related activities reflect Acrisure’s brand standards, client engagement objectives, and ROI expectations.

Essential Qualifications:

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Proficient with MS Office Products, Placement including a high knowledge of Excel and Word.
• Strong organizational skills and ability to handle multiple tasks and prioritize work.
• Demonstrated flexibility and adaptability to changing priorities and deadlines.
• Strong attention to detail to ensure document accuracy.
• Able to work effectively in a team environment with strong customer service skills.
• Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets.
• Strong knowledge of all basic applicable insurance coverages.
• Proficient in creating the proposal presentation documents that we identify as required documents
• Strong organizational and project management skills with the ability to manage multiple priorities and stakeholders.
• Ability to manage budgets and expense reporting accurately and efficiently.
• Demonstrated experience coordinating corporate events and sponsorships.
• High attention to detail, proactive problem-solving ability, and sound business judgment.
• Collaborative and adaptable, able to work effectively across teams and functions.

Pay Details:

The base compensation range for this position is $68,640 - $75,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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.

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.