Employee Benefits Client Advisor

Overview

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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, innovation, client centricity and a drive to win.

Job Summary

As an Acrisure Sales Professional, you will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving new business acquisition, fostering client relationships, and expanding Acrisure's footprint within the insurance marketplace as well as leveraging other Acrisure partnerships to maximize revenue.

Primary 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 to examine current coverage and determine financial services and insurance needs.
• 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 service and marketing teams to ensure complete submissions and account service, including claims issues.
• Anticipate future needs for established clientele to renew and increase revenue on each account.
• Maintain production reports and attend sales meetings as required.
• Client Acquisition and Relationship Management : Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their needs.
• Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services.
• Ensure high levels of client satisfaction and strong customer retention by delivering exceptional service and support.
• Develop positive working relationships with internal and external stakeholders; promote Acrisure within the community.
• Sales Process : Achieve product growth objectives per client; meet sales quotas and develop strategies to exceed targets.
• Achieve KPIs and sales goals; regularly track, analyze, and report on sales performance, revenue metrics, and market trends.
• Provide proactive insights to management to optimize revenue growth; provide updates on forecasts and pipeline management.
• Market Research and Competitive Analysis : Stay up-to-date with industry trends, market dynamics, and competitor activities; identify opportunities and threats that impact revenue growth.
• Competencies : Perform essential duties satisfactorily; self-motivated and driven; travel as needed; reasonable accommodations may be provided.

Education and / or Experience

Computer Skills

EEO Statement

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy at www.Acrisure.com / privacy / caapplicant.

To Executive Search Firms & Staffing Agencies : Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. Unsolicited resumes will be considered Acrisure's property and no referral fee obligation will apply.

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