client advisor
client advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
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:
Generates revenue for Acrisure by connecting people and business to policies and services. They guide clients through the entire buying process and close direct sales of policies and services. Required to have the necessary insurance license(s).
New Sales:
Identifies and develops insurance prospects and appropriate markets.
Responds to referrals quickly and effectively.
Pre-qualifies insurance prospects for insurability and quality of risk.
Creates and maintains client or prospect lists.
Designs insurance plans and recommends coverages to clients.
Surveys loss exposures needs and possible uninsurable or difficult to insure exposures for clients.
Makes sales presentations to prospective and existing clients on new and renewal business.
Completes and submits applications and related documentation to marketing staff.
Develops follows and completes sales objectives.
Prepares requests and delivers binders to insureds.
Educates clients concerning agency payment expectations and cancellation procedures.
Collects necessary down payments from insureds for purchases of new and upgraded coverages and obtains signatures on all applications for insureds.
Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.
Asks for referrals from insureds to help generate new business.
Refers Life/Health/Employee Benefits producer to client for account rounding opportunities.
Contacts insureds to assist CFO in collection of past due premiums or audit amounts.
Retention and Continuous Marketing:
Explains coverages and exclusions and documents explanations on automated file for future reference.
Develops a book of business that is profitable for both the agency and carriers.
Works with clients to ensure limit and coverage adequacy.
Provides needed information and clarifications about clients to company personnel and documents system by transaction date.
Requirements:
2-3 years minimum experience as a Client Advisor/Producer in Employee Benefits
Active Life & Health License required
Microsoft Office proficiency required
Drivers license required
College degree preferred
High school diploma required
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
