Commercial Lines Client Advisor

Job Description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. 

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary:

Acrisure is seeking a Client Advisor to join our growing team. A Client Advisor is a performance driven individual 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

Required Qualifications

• 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 and Experience:

Required Qualifications

• 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 Insurance License (Property & Casualty and/or Life & Health).
• Ability to work toward professional designation.     

Initial Training & Validation Period: New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.

Progressive Commission Structure:
As experience grows and performance benchmarks are achieved, new and less-experienced advisors move through clearly defined compensation steps that provide increasing commission rates.

Uncapped Earnings Potential:
Once fully validated, compensation becomes primarily performance-bas