Housing Advisor

About Acrisure:

Acrisure is a global leader in Fintech, combining human expertise with cutting-edge technology to offer a range of financial products and services to businesses and individuals worldwide.

We connect clients to innovative solutions that help them protect and grow their assets, including Insurance, Reinsurance, Cyber Services, Mortgage Origination, and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has experienced rapid growth, increasing revenue from $38 million to $4.3 billion in just over a decade.

Our culture is defined by our entrepreneurial spirit, innovation, client-centricity, and a relentless drive to succeed.

Job Summary:
As a Client Advisor, Transportation, you will be responsible for growing our book of business. You should be comfortable generating new clients through prospecting, making phone calls, utilizing a referral base, and other unique methods.

You will also provide excellent service and communicate regularly with existing customers.

Essential Duties and Responsibilities:

• Develop sales and marketing strategies to achieve new business sales goals.
• Demonstrate technical knowledge and perform thorough due diligence to make recommendations.
• Retail existing book of business through regular communication and 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 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.
• 2+ years of commercial producer experience, required.
• Active P & C license, required.
• Energy knowledge is a plus.
• Middle 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 to 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.

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
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.
Acrisure

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