Client Advisor

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.

Job Summary:

As a Client Advisoryou are responsible for growing the book of business specifically in the technology should be comfortable with generating new clients byprospecting 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 makerecommendations

• Retainexisting book of business throughregular communication & excellent service

• Travel regularly to meet with prospects and existing clients

• Build and maintain strongrelationshipswith 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:

• Bachelors 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 $150000 and $200000 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.

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Pay Details:

Acrisure 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.