Client Advisor - Personal Lines

Acrisure’ s Great Lakes Platform 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 Great Lakes Platform 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 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 Personal Lines 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 personal property and casualty 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.

• Develop and deliver formal proposals for all offers of financial services and insurance.

• Collaborate with the service team with high level 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 community.

Sales Process:

• Achieve product growth and objective with client.

• Meeting sales quotas and develop strategies and exceed targets.

• Achieve established key performance indicators (KPI’s), and sales goals.

• Regularly track, analyze, and report on sales performance, revenue metrics, and market trends while sharing with your direct report and leadership.

• Provide proactive insight to management to optimize revenue growth strategies.

• Provide consistent updates to leadership with sales forecasts and pipeline management as detailed in the sales plan.

Marketing Research and Competitive Analysis

• Stay up to date with industry trends, market dynamics, and competitor activities.

• Stay up-do-date with opportunities, threats, and emerging trends that impact revenue growth.

Requirements:

• Excellent presentation skills with the ability to influence others.

• Must possess excellent listening and sales skills.

• Ability to work within a fast-paced, changing priority environment.

• Self-motivated, with the initiative to prioritize and be self-directed.

• Effective organizational skills and the ability to respond to requests effectively and efficiently.

• Ability to carry out detailed written or verbal instructions with multiple variables.

• Regular and punctual attendance is required.

• Ability to communicate effectively, both verbally and in writing.

• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers across all levels.

• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the company.

• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.

• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect.

• Must be able to travel to Acrisure offices, client office and events as needed.

• Licensed in Property & Casualty Insurance or obtain P&C license within 3 to 6 months of hire date.

Education/Experience:

• Bachelor’s degree in a related field, such as business administration, marketing, finance and/or insurance industry or higher is preferred, or equitable experience.

• Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.

• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.

• Minimum of 2 years’ experience in production in the insurance industry, preferred.

• Personal lines product knowledge, as well as knowledge of agency systems and company relationships preferred.

• Demonstrated administrative computing skills including Microsoft Office (Word, Excel, Teams, and Power Point)

• Applied EPIC or similar agency management software experience preferred.

• Work as a team with other staff to achieve production and company goals. 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.

• High finger dexterity while typing documents and forms.

• Occasionally lift up to 20 lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.

• The noise level in the work environment is usually moderate.

Benefits & Perks:

• Competitive Compensation

• Industry-Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Educational Resources

• Generous time away

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.