Client Advisor - job 1 of 2

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 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.

Job Summary:

As a Client Advisor you are responsible for growing the book of business, specifically in the technology space.  You should be comfortable with generating new clients by prospecting, making phone calls, utilizing a referral base, and/or other unique methods.  Equally importantly, you should provide excellent service and communicate regularly with existing customers.

Essential Duties and Responsibilities:

• Develop sales and marketing strategies

• Work closely with Employee Benefits advisors to mutually cross-sell to existing and new technology clients

• Achieve new business sales goals

• Demonstrate technical knowledge

• Perform thorough due diligence to make recommendations   

• Retain existing book of business through regular communication & excellent service

• Travel regularly to meet with prospects and existing clients

• Build and maintain strong relationships with carriers, clients and peers

• Resolve client inquiries and/or complaints swiftly

• Comply with insurance standards and regulations

• Review emails within 24 hours and client voicemails within 2-4 hours and respond accordingly.

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

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

• Bachelor’s degree required

• 5+ years of commercial producer experience with strong technology experience, required

• Active P & C license, required

• Technology P&C knowledge, required

• Middle Market and Large Market sales experience, required

• Extensive knowledge of Commercial P&C insurance        

Technology Skills:

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

• Proficiency in Applied Epic (or similar agency management system) for tracking leads and activities

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members

• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives

• Self-motivated and driven

• Maintain a sense of urgency and ability to work with and meet deadlines

• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

• Demonstrates excellent time management and prioritization skills

• Attention to detail and commitment to a high level of accuracy

• The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information

• Ability to maintain a professional demeanor and positive attitude

• Ability to Moderate stress due to regular deadlines and daily challenges

The salary range for this position is between $150,000 and $200,000 per year, depending on experience, location, qualifications, plus performance-based incentives.

If carrying Book and receiving Commissions, it will be taken into account with offer and Base and/or Bonus may be adjusted.

Pay Details:

The base compensation range for this position is $0 - $0. 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.