Client Advisor

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 has 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: 

A Client Advisor is a performance driven risk advisor that delivers insurance, benefits, and advisory strategies to medium size companies to large fortune 500 companies that focuses on reducing insurance dependency and boosting performance. This is accomplished primarily through face-to-face meetings with key executives and decision makers. This is a high-income, competitive sales position, with the clear objective of always exceeding the quota. To accomplish this, the Client Advisor must be able to prioritize target accounts and develop a clear understanding of a client’s business needs. Then using consultative-selling techniques, the Client Advisor will present a proposal for implementing the appropriate solution(s) to solve this need. Business acumen with an understanding of the key business drivers of potential customers is required.  

Responsibilities: 

• Develops a lead generation plan for obtaining new clients. 

• Executes against the lead generation plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc. 

• Engages in the discovery process for all sales opportunities to understand the top needs of the prospect. 

• Acts as a subject matter expert for clients through proactively providing insight on industry trends, solutions and business advice. 

• Develops comprehensive, professional presentations for each target customer. All created presentations will be the result of swarming key business problems/pain points relative to the customer with cross-disciplinary experts. 

• Assists in the coordination of developing client proposals and provides guidance and market intelligence for the development of the proposals. This includes engaging the service team at the appropriate time to have a finished proposal that meets or exceeds the standards necessary to provide a clear and specific solution for the client.  

• Learns and fully utilizes agency’s sales tracking technology to forecast sales, report pipeline progress and maintain up-to-date activity reports. Forecasting should be accurate and reporting information should be updated timely. 

• Keeps track of sales successes and efforts. 

Requirements: 

• Must have strong sales abilities as well as relationship building abilities. 

• Must have the ability to maintain professionalism in a virtual or in-person work environment. 

• Experience in improving Customer Service operations. 

• Willingness to participate in self-development or technical classes. 

• Must be comfortable in an electronic environment with strong computer skills. 

• Strong working knowledge of Microsoft Office Products. 

• Excellent verbal and written communication skills. 

• Excellent people skills and ability to work well in a team environment. 

• Strong organizational skills. 

Education/Experience: 

• Bachelor’s degree in business or related field of study or equivalent combination of education and experience required. 

• 4-6 years' experience in insurance-specific consultation and sales preferred. 

• Current Life & Health Insurance License

• Ability to work toward professional designation.  

Physical Demands: 

• Position entails long periods of remaining stationary, whether in a seated or standing position. 

• Frequent and extended screen exposure and a large amount of typing. 

• Frequent travel required to client and prospect locations, must have access to reliable transportation and have an acceptable MVR. 

Benefits & Perks: 

• Competitive Compensation 

• Industry Leading Healthcare 

• Savings and Investments 

• Charitable Giving Programs  

• Offering hybrid work option  

• Opportunities for Growth 

• Parental Leave 

• Generous time away 

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh. 

For more, visit www.Acrisure.com or learn more here.  
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