Client Advisor

Job Description

Job Description 

Job Title: Client Advisor 

Department: Growth 

Location: West Division 

About Us: 

Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership. 

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 Personal Lines 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. 

Job Summary: 

Producers are responsible for generating revenue for the company by connecting people and business to policies and services. They guide clients through the entire buying process and close direct sales of policies and services.  

Responsibilities: 

• Responsible for prospecting, soliciting, quoting and selling new accounts. 

• Identifies and develops insurance prospects and appropriate markets. 

• Responds to referrals quickly and effectively. 

• Prequalifies insurance prospects for insurability and quality of risk. 

• Creates and maintains client or prospect lists. 

• Designs insurance plans and recommends coverage to clients. Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients. 

• Delivers insurance proposals, makes sales presentations to prospective and existing clients on new or renewal business. 

• Develops, follows, and achieves sales objectives. 

• Educates clients concerning agency payment expectations and cancellation procedures. 

• Asks for referrals from insureds to help generate new business. 

• Explains coverages and exclusions and documents explanations in the Agency Management System for future reference. 

• Develop their book of business to be profitable for both the agency and