Client Advisor - EB

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’ s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. 

About The Role 

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 co