Client Advisor

2 months ago

Erie, United States Acrisure LLC Full time
Job Title: Client Advisor - Employee Benefits

Agency/Platform: Mid-Atlantic Platform

Location: Wayne, PA

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 an Acrisure Sales Professional, you will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving new business acquisition, fostering client relationships, and expanding Acrisure's footprint within the insurance marketplace as well as leveraging other Acrisure partnerships to maximize revenue.

Primary Responsibilities:

Revenue Generation
  • Achieve annual objectives established in sales plan by acquiring new clients, building a robust pipeline, and converting leads into revenue-generating opportunities.
  • Develop sales plan to achieve sales budget with New Client Growth Plans/Strategies.
  • Develop list of prospects for new business from identified target groups.
  • Contact and qualify prospective clients for the purpose of examining current coverage and determining financial services and insurance needs.
  • Constantly work to increase hit ratio and closing ratio
  • Collect detailed risk management and underwriting information including survey data and loss history.
  • Develop and deliver formal proposals for all offers of financial services and insurance.
  • Collaborate with the service team and new business marketing teams to ensure complete company submissions and account service, including claims issues.
  • Anticipate future needs for established clientele to renew and increaser revenue on each account with total client selling in mind
  • Maintain production reports and attend all sales meetings as required, taking advantage of all resources available.
Client Acquisition and Relationship Management
  • Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their unique needs and challenges.
  • Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services to drive revenue expansion with a holistic approach.
  • Ensure high levels of client satisfaction and maintain a strong customer retention rate by delivering exceptional service and support.
  • Develop positive working relationships while working professionally with others internally and externally.
  • Promote Acrisure within the community.
Sales Process
  • Achieve product growth objectives per client.
  • Meeting sales quotas and develop strategies to achieve and exceed targets.
  • Achieve established key performance indicators (KPIs), and sales goals.
  • Regularly track, analyze, and report on sales performance, revenue metrics, and market trends while sharing with your direct report and leadership.
  • Provide proactive insight to management to optimize revenue growth strategies.
  • Provide consistent updates to leadership with sales forecasts and pipeline management as detailed in the sales plan.
Market Research and Competitive Analysis:
  • Stay up-to-date with industry trends, market dynamics, and competitor activities.
  • Stay up-to-date with opportunities, threats, and emerging trends that impact revenue growth.
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Self-motivated and driven.
  • Must be able to travel to Acrisure offices, client offices and events as needed.
Computer Skills:
  • Demonstrated administrative computing skills, including Microsoft Office 365 (Word, Excel, Teams, and Power Point)
  • Applied EPIC or similar agency management software experience preferred.
  • Work as a team with other staff members to achieve production and agency goals.
  • Perform other specific duties and projects as assigned by agency management.
Education and/or Experience
  • Bachelors' degree in a related field, such as business administration, marketing or finance preferred.
  • Minimum 2 years experience in production within the industry insurance, preferred
  • Experience in financial services business and/or insurance industry
  • Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
  • Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
  • Life and health license, required
  • Demonstrated administrative computing skills, including Microsoft Office 365 (Word, Excel, Teams, and Power Point)
  • Applied EPIC or similar agency management software experience preferred.
  • Work as a team with other staff members to achieve production and agency goals.


Perform other specific duties and projects as assigned by agency management.

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.

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