Client Advisor

6 days ago

Wayne, Pennsylvania, United States Acrisure LLC Full time
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.

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
  1. Revenue Generation: Achieve annual objectives established in sales plan by acquiring new clients, building a robust pipeline, and converting leads into revenue-generating opportunities.
  2. Develop sales plan to achieve sales budget with New Client Growth Plans/Strategies.
  3. Develop list of prospects for new business from identified target groups.
  4. Contact and qualify prospective clients for the purpose of examining current coverage and determining financial services and insurance needs.
  5. Constantly work to increase hit ratio and closing ratio.
  6. Collect detailed risk management and underwriting information including survey data and loss history.
  7. Develop and deliver formal proposals for all offers of financial services and insurance.
  8. Collaborate with the service team and new business marketing teams to ensure complete company submissions and account service, including claims issues.
  9. Anticipate future needs for established clientele to renew and increaser revenue on each account with total client selling in mind.
  10. Maintain production reports and attend all sales meetings as required, taking advantage of all resources available.
Client Acquisition and Relationship Management
  1. Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their unique needs and challenges.
  2. Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services to drive revenue expansion with a holistic approach.
  3. Ensure high levels of client satisfaction and maintain a strong customer retention rate by delivering exceptional service and support.
  4. Develop positive working relationships while working professionally with others internally and externally.
  5. Promote Acrisure within the community.
Sales Process
  1. Achieve product growth objectives per client.
  2. Meeting sales quotas and develop strategies to achieve and exceed targets.
  3. Achieve established key performance indicators (KPIs), and sales goals.
  4. Regularly track, analyze, and report on sales performance, revenue metrics, and market trends while sharing with your direct report and leadership.
  5. Provide proactive insight to management to optimize revenue growth strategies.
  6. Provide consistent updates to leadership with sales forecasts and pipeline management as detailed in the sales plan.
Market Research and Competitive Analysis
  1. Stay up-to-date with industry trends, market dynamics, and competitor activities.
  2. Stay up-to-date with opportunities, threats, and emerging trends that impact revenue growth.

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