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:

The Employee Benefits Client Advisor is responsible for promoting and executing on the sales of new business, proving and being a source of insurance expertise to customers and assisting in the growth and profitability of the team. You will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving business acquisition, fostering client relationships, and expanding Acrisure’s footprint within the employee benefits insurance marketplace as well as leveraging other Acrisure partnerships to maximize revenue.  

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 to establish clientele to renew and increase insurer 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, servicing as a trusted advisor and understanding their unique needs and challenges. Collaborate with clients and 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 by delivering exceptional service and support. Develop a positive working relationship while working professionally with others internally and externally. Promote Acrisure within the community. 

 

Sales Process: 

Achieve product growth and objective with client. Meeting sales quotas and develop strategies and exceed targets. Achieve established key performance indicators (KPI’s), 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. 

 

Marketing Research and Competitive Analysis 

Stay up to date with industry trends, market dynamics, and competitor activities. Stay up-do-date with opportunities, threats, and emerging trends that impact revenue growth. 

Requirements:

Excellent presentation skills with the ability to influence others. Must possess excellent listening and sales skills. Ability to work within a fast-paced, changing priority environment. Self-motivated, with the initiative to prioritize and be self-directed. Effective organizational skills and the ability to respond to requests effectively and efficiently. Ability to carry out detailed written or verbal instructions with multiple variables. Regular and punctual attendance is required. Ability to communicate effectively, both verbally and in writing. Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers across all levels. Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the company. Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.  Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect. Must be able to travel to Acrisure offices, client office and events as needed. Licensed in Life and Health Insurance or willing to obtain L&H license within 3 to 6 months of hire date. 

Education/Experience: 

Bachelor’s degree in a related field, such as business administration, marketing, finance and/or insurance industry or higher is preferred, or equitable experience. 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. Minimum of 2 years’ experience in production in the insurance industry or sales experience, preferred. Employee Benefit product knowledge, as well as knowledge of agency systems and company relationships preferred.  Demonstrated administrative computing skills including Microsoft Office (Word, Excel, Teams, and Power Point) Applied EPIC or similar agency management software experience preferred. Work as a team with other staff to achieve production and company goals.   

Benefits and Perks: 

Competitive compensation Generous vacation policy, paid holidays, and paid sick time  Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid) Company-paid Short-Term and Long-Term Disability Insurance Company-paid Group Life insurance Company-paid Employee Assistance Program (EAP) and Calm App subscription Employee-paid Pet Insurance and optional supplemental insurance coverage Vested 401(k) with company match and financial wellness programs Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options Paid maternity leave, paid paternity leave, and fertility benefits Career growth and learning opportunities …and so much more! 

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location. 

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.